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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 (63117)6/8/2006 12:22:34 PM
From: russwinter  Read Replies (2) | Respond to of 110194
 
Implied vols are expanding quite a bit, so affords a good opportunity to hedge long puts, and turn them into bear spreads.



To: ild who wrote (63117)6/8/2006 12:26:31 PM
From: Jack of All Trades  Respond to of 110194
 
I don't normally watch the COT that close since the data reported is delayed...



To: ild who wrote (63117)6/8/2006 1:01:25 PM
From: ild  Read Replies (2) | Respond to of 110194
 
Date: Thu Jun 08 2006 08:59
trotsky (@the Rand) ID#248269:
Copyright © 2002 trotsky/Kitco Inc. All rights reserved
the Rand is now right at weekly and monthly resistance - and imo the daily Rand/dollar looks quite bullish ( i.e., Rand-bearish ) . it looks like 5 waves up followed by a running correction ( now in wave B of same ) from the May 19 low.
it's probably a good bet that the liquidation of emerging market currency carry trades isn't quite over yet. not a good sign for commodities and gold - gold needs a steepening of the US yield curve now in order to decouple. presumably that will begin after the next Fed rate hike, which is bound to invert the curve once again ( and is also bound to drive a stake into the heart of the already sick-looking real estate boom ) .



To: ild who wrote (63117)6/9/2006 5:09:04 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
where is the site that shows COTs in graphical form?

Thanks

Mish



To: ild who wrote (63117)6/9/2006 11:57:11 AM
From: Tommaso  Read Replies (1) | Respond to of 110194
 
I would enjoy reading regularly your own take on the various COT reports/charts. Thanks for mentioning them.



To: ild who wrote (63117)6/10/2006 2:06:56 AM
From: shades  Read Replies (2) | Respond to of 110194
 
Why do you look at the COTs?

I am too dumb to make sense of them - you say the smart money was short on gold looking at this chart no?



They were wrong though eh? Or am I drinking too much again and not understanding? And I don't even like gold.



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