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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 (66369)	7/19/2006 10:35:14 AM
From: yard_man	Respond to of 110194

>> JP Morgan chief executive Jamie Dimon said the bank's overall performance has benefited from an "extremely favorable consumer and wholesale credit environment, which is not expected to continue." Overall, the Dow component said its investment-banking business continued to power ahead thanks to "record" fees, including debt and equity underwriting fees, and "good" markets results. << >>BAC -- said the year-over-year improvement was led by strong performance across its consumer businesses, continued growth in trading account profits, investment banking income and equity investment gains, as well as improvements in asset management categories.<<

To: ild who wrote (66369)	7/19/2006 10:47:28 AM
From: yard_man	Respond to of 110194

liquidity reigns ... everything getting bought, even bonds. It was time for a party ...

To: ild who wrote (66369)	7/19/2006 11:02:27 AM
From: yard_man	Read Replies (1) \| Respond to of 110194

I think this is one of the ETFs you can buy: stockcharts.com picture of strength and will continue to be for a few months at the very least.

To: ild who wrote (66369)	7/19/2006 11:05:54 AM
From: orkrious	Read Replies (1) \| Respond to of 110194

Date: Wed Jul 19 2006 10:07 trotsky (@pm stocks) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved looks like the surfeit of bearish sentiment i commented on yesterday WAS meaningful after all. does it matter what Heli-Ben says? not really - the markets were looking for an excuse to rally, and ANY excuse would have done. Date: Wed Jul 19 2006 09:55 trotsky (siempre, 6:12) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved if someone came to your neighborhood and kicked you and a few 100,000 of your neighbors out of your homes and took your arable land and water sources, we also wouldn't see that spot on a similar sized map. but i guess it would be alright then. just as long as we make the map big enough so we can't see the suffering, anything goes!

To: ild who wrote (66369)	7/19/2006 12:03:18 PM
From: orkrious	Respond to of 110194

Date: Wed Jul 19 2006 11:44 trotsky (Hambone@GSS) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved relative to the index GSS's ratio chart hasn't improved yet, that is true ( it appears to be bottoming out though ) . i should have added, in comparison to other low priced small producer and explorer stocks its relative strength is improving. GSS/NSU, GSS/OZN, GSS/GBN, GSS/RBY, GSS/KBX ratio charts to name a few have all begun to trend up - whereas there was previously a pronounced downtrend in all of them. Date: Wed Jul 19 2006 11:36 trotsky (@pm stocks) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved the sentiment data got another bullish boost yesterday, as yesterday's XAU put/call volume ratio clocked in at 2.89 ( 289 puts traded for every 100 calls - 14,257 puts and 4,939 calls, the biggest one day put volume in months ) , which in turn pushed the XAU p/c OI ratio up further to 1.25. another $3.4m. outflow from the Rydex pm fund pushed the CF ratio right back to its 2005 low concurrently. lastly, gold stock money flows continue to look good, even today in the face of rising prices. in short, from a quantitative sentiment data standpoint and in terms of large vs. small trader money flows, the pm sector continues to look bullish. in technical terms imo the 'all clear' would be sounded if the HUI/XAU manage to overcome the most recent short term high established last week. Date: Wed Jul 19 2006 11:26 trotsky (Silverfox@GSS) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved GSS's relative strength has greatly improved, and so have the fundamental news coming out of it lately ( Bogoso project ahead of schedule, gold call shorts largely covered ) . i would expect its recent outperformance trend to continue.