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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 (50514)	1/20/2006 5:53:48 PM
From: UncleBigs	Respond to of 110194

Russ, interesting that the commercials are also heavily short gold and silver.

To: russwinter who wrote (50514)	1/20/2006 6:08:28 PM
From: Mike Johnston	Respond to of 110194

If yields break higher than 4.45% that could send them quickly to test 4.65-4.70 % Maybe this time will be the charm, with commercials on board, 173 Billion of supply coming this quarter, reintroduction of 30 year sales. Recent negative press about rising default rate in the housing market and Treasury hitting the debt ceiling, the bonds could also be subject to Asian liquidation once they realize that "emperor has no clothes". Housing is imploding even with low rates, if bonds collapsed that could accelerate the tidal wave of defaults.