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

To: ild who wrote (52999)	2/7/2006 8:35:45 PM
From: orkrious	Respond to of 110194

Date: Tue Feb 07 2006 16:53 trotsky (@sentiment) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved unfortunately, the more people profess not be scared by action such as today's , the more reason there actually is to be apprehensive about what's to come. it could well be that this drop was a typical bull market tree shake, but this is not a certainty. it may just as well turn out to have been a warning shot. oh well, that's what stops are for, right? Date: Tue Feb 07 2006 15:34 trotsky (frustrated@long bond) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved that's right, the long bond is needed for asset/liabilites matching at many institutions. it's coming back by popular demand so to speak, and i also expect rates to drop after the refunding concludes. especially in view of contracting inflation expectations and an incipient consumer-led recession. Date: Tue Feb 07 2006 14:16 trotsky (Jessica@record XAU drops) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved off the top of my head i would say the biggest ever drop was on 19 October 1987. 40-50 points or thereabouts if i recall correctly. i meant today is a 'first' in the context of the bull market since 2000. should have clarified perhaps. Date: Tue Feb 07 2006 14:12 trotsky (silverfox) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved "Cot Did a Successful RAID today" i wonder what exactly this means...has the commitments of traders report suddenly come alive by means of a voodoo incantation? or is this Cot gentleman someone else entirely? Date: Tue Feb 07 2006 14:02 trotsky (Hambone@treasury refunding) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved imo it's likely to go much better than expected, especially in the new 30-year bond. demand for this issue is enormous judging from the when-issued trading. the pre-auction dip in bonds just before the auction is normal dealer m.o. - it's usually followed by a post auction rally, especially with everybody bearish ( speculators are net short a huge 75,000 contracts in the bond futures ) . Date: Tue Feb 07 2006 13:08 trotsky (Bleuler) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved "Frum claims the "overall crime rate in Canada is 50% higher that the US Crime Rate. I don't know whether this is true but it is hard to imagine he made it up." it's most definitely conceivable that Frum is making things up. he's part of the same crowd that made up the Iraq WMD claims for instance. you know, the purveyors of the 'noble lie'. Date: Tue Feb 07 2006 13:05 trotsky (@XAU) ID#248269: down 10 - that's a first. Date: Tue Feb 07 2006 11:16 trotsky (moa, 9:20) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved so you think that in order to preserve 'fairness' the Western press should now stoop to 'cartooning' the callous state-sanctioned extermination of millions of people? we should look at the funny side of mass murder? it seems your moral compass is on strike.