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

To: russwinter who wrote (43104)	10/9/2005 12:07:36 PM
From: mishedlo	Respond to of 110194

Gold seasonality lasts until mid January or so. Mish

To: russwinter who wrote (43104)	10/9/2005 12:45:51 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

still important to be cautious on Humpty Dumpty "all the King's horses" trades now, they are very crowded. CL has heaviest speculator short position in the past year. softwarenorth.net it has probably gotten even more extreme since Tuesday. the crowded trade in the energy patch seems to be on the short side.