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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 (69311)	9/3/2006 12:14:01 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

Spec net long position is now 406,000 contracts, making a 22,000 change from classification change minor.

To: ild who wrote (69311)	9/3/2006 1:19:25 PM
From: chainik	Read Replies (1) \| Respond to of 110194

Small specs were not affected by reclassification; they are flat now after staying short during the last few years. So conclusion is the same (COT is bearish for 10 y T notes). Still there is nothing extreme in small specs position. <The change definitely facilitated the recent change in positions> My WAG is that most of this big shift by commercials is due to reclassification.