Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (43100)	10/9/2005 10:16:04 AM
From: russwinter	Read Replies (3) \| Respond to of 110194

will appoint a pro-inflationary crony to replace Greenspan?> Absolutely, but it's still important to be cautious on Humpty Dumpty "all the King's horses" trades now, they are very crowded. wallstreetexaminer.com Gold COT October 4: specs are long 217,451, has to be near a record. Swiss Franc and Yen might be a better bet, it may get unwound as junk carrytrades blow up? Specs are SHORT 61,069 SF, and 72,567 yen. Update from that article: FCB custodial holdings: June 15: 1.436 Oct. 5 1.467 That's only a $95 billion annualized pace, way down from the $300 billion plus of last year, and the current $172 billion yoy. With 1 CMT over 4.00% this will need to be updated. idorfman.com SOMA: June 15: 725.482 Oct. 5: 737.592 Mostly post-hurricanes: August 24: 728.393 Oct. 5: 737.592 Twice the "average" pace of the last year, but well short of making up for the missing in action FCBs.