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

To: orkrious who wrote (70973)	10/4/2006 5:44:57 PM
From: ild	Respond to of 110194

@HMY -- trotsky, 15:57:08 10/04/06 Wed imagine what it could do if gold actually went up for a change... @pm stocks -- trotsky, 15:47:27 10/04/06 Wed dare i say it? the action looks bullish. @the link - again -- trotsky, 15:31:01 10/04/06 Wed sorry - i just found out what the problem was. i've removed the space in the document's title now, that should make it work: acting-man.com @shutting down Toni Judt -- trotsky, 15:19:39 10/04/06 Wed at a recent debate on the influence of the Israel lobby on US foreign policy Judt delievered a very convincing presentation - of the facts everybody is aware of, but doesn't dare to talk about (publicly at least). so it's no surprise they're now pulling out all stops to keep him from speaking again. we're comitting thought crimes by even mentioning this. Hambone@why bank stocks are strong -- trotsky, 14:30:45 10/04/06 Wed this is not as unusual as it may appear at first blush. the same flight into interest-sensitive stocks took place in the summer/autumn of 2000. fund managers simply buy these stocks whenever interest rates fall - they don't stop to ask WHY interest rates are falling. that comes later, when it becomes obvious that the banks will have to write off huge amounts of bad loans (such as the telco and Enron loans they had to write off in '01-'02). in short, bank stocks are rising because quite a few market participants responsible for OPM are either A) basically complete idiots or B) are forced by statute to be fully invested and don't know what to do...so they switch from the obvious economically sensitive stuff to the interest-rate sensitive stuff and other 'defensive' sectors.