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


To: John Vosilla who wrote (50755)1/22/2006 2:12:26 PM
From: russwinter  Respond to of 110194
 
gold, Euro's and oil patch RE?>

I don't follow that logic, but I suspect gold, oil and especially real estate are heavily leveraged by the Humpties and hedgies (Riskloves) already, so may get jettisoned in a revulsion at least initially. Euros are being shorted against to some degree in the carry trades into various Humpty junk Risklove plays, and may rally initially as Humpties cover positions.