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

To: mishedlo who wrote (69535)	9/8/2006 5:47:19 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

I don't see the drop in energy as economic slow down related, at least not yet. US demand is higher than ever, see last charts: tonto.eia.doe.gov tonto.eia.doe.gov I blogged last July, that if the GOM dodged a hurricane, a premium would come out of energy and that's what's happened. Plus the Middle East has settled down this ten minutes. If the central banks don't start reigning in Riskloves, it will be right back to new highs. Spec positions have been greatly reduced.