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

To: Wyätt Gwyön who wrote (68863)	8/25/2006 7:19:00 PM
From: CapitalistHogg™	Read Replies (2) \| Respond to of 110194

I don't see how the COT reports have any meaning what so ever. With all the OTC trades going on how can we trust that information at all?

To: Wyätt Gwyön who wrote (68863)	8/27/2006 1:09:47 PM
From: ild	Read Replies (1) \| Respond to of 110194

<<<the commercials' "natural home" ("preferred habitat" in CFA-speak) is to be long.>>> Why is that?

To: Wyätt Gwyön who wrote (68863)	8/27/2006 1:40:06 PM
From: ild	Respond to of 110194

Message from oil man Jeffrey Brown in Dallas (westexas@aol.com), among our most trusted correspondents: "Based on EIA crude + condensate numbers through May, world oil production is down by 1.3% since December. However, as I have been predicting, production from the top 10 net oil exporters is down more--3% since December. Since domestic demand in the exporting countries has to be satisfied first, and since domestic consumption in most exporting countries is rising quite rapidly, the effective drop in net exports from these 10 countries is probably more than 5%. In other words, net exports are probably dropping about three to four times faster than world oil production is falling." kunstler.com