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

To: Mr.Creosote who wrote (44796)	11/5/2005 7:41:03 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

The slowdown in the real estate market has been discounted in stock prices for the time being.> Couldn't disagree more with that statement. To quote the Joker in Batman, "Wait until the get a load of me". Update on the COT reveals what I suspected, commercials went from long 41,556 e minis to short 49,279. They weren't done with the NAZ, but I would surmise that they finished up with the shank job preparation on the NAZ as well over the rest of the week since the report. Looks like a raid to hit buy stops, suck in some institutions during year end window dressing, and the "don't miss the year end rally" non-stop propaganda, and then walk away, brutal stuff.

To: Mr.Creosote who wrote (44796)	11/8/2005 11:03:35 AM
From: russwinter	Read Replies (3) \| Respond to of 110194

what everyone knows is not worth knowing". The slowdown in the real estate market has been discounted in stock prices for the time being.> I guess it should seem to us, that "everybody should know", but the market's reaction today in housing stocks to what you and I might see as obvious, was anything but: thehousingbubble2.blogspot.com TOL 34.57 -4.84 MDC 66.82 -4.00 PHM 38.62 - 2.85 KBH 63.63 -3.77 I have to admit that the obvious next step (defaults) are astonishingly ignored by the financials. Clearly this is a market where the Risklove hedge funds and Humpties will just wait for that message to be handed to them with a facial shot, like an inside curve that gets away from the pitcher, while ignoring risk to the bitter end?