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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 (67361)	8/3/2006 2:12:31 PM
From: shades	Respond to of 110194

Great picks Vosilla. Phil is long SMH, Short AHM and says keep one eyeball on goldman sachs (he says they have the biggest trading desk - can manipulate the most) He thinks unemployment is increasing, fed will pause based on that data. Some say bernanke gonna prove who has the balls and the power and will hike one more time. However I believe the consensus is we will ease next year no matter if we pause or not. Phil says TRAN needs to be watched too - they are gonna try to move TRAN up and squeeze the shorts tomorrow.