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


To: mishedlo who wrote (62756)6/5/2006 1:48:57 PM
From: Mike Johnston  Read Replies (1) | Respond to of 110194
 
How could anyone reverse his position so suddenly, without any changes in the macro economic picture ?
In fact, imbalances that he has always mentioned, have grown worse, not better.
And he has joined the " no sign of inflation chorus"