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

To: UncleBigs who wrote (73931)	11/9/2006 1:49:53 PM
From: loantech	Respond to of 110194

Congrats Uncle! See you when you get time.

To: UncleBigs who wrote (73931)	11/9/2006 2:09:48 PM
From: benwood	Respond to of 110194

Good luck UB!

To: UncleBigs who wrote (73931)	11/10/2006 12:34:18 AM
From: bart13	Respond to of 110194

Got the job. $200 million equity allocation and I start Monday. I won't have time to post here anymore. Good luck with your trading everyone. I've enjoyed the discourse. Congratulations, and may it work out better than your fondest hopes.

To: UncleBigs who wrote (73931)	11/10/2006 6:15:10 AM
From: orkrious	Respond to of 110194

Good luck to you, UB. Go slumming once in a while and pay us a visit.

To: UncleBigs who wrote (73931)	11/10/2006 8:33:58 AM
From: westpacific	Respond to of 110194

Bigs, go get them, congrats on the new job....your posts were some of the tops here. Check in from time to time. As for JCP, give it time. Unreal how Cramer can rec it here. Pure sure squeeze that will end fast. This and many retail plays have seen their best days. Poll in the Times, saying 51% of voters said they are barely keeping up! Take Care, West Short JCP and doubling it at 85, if we even get there.

To: UncleBigs who wrote (73931)	11/10/2006 8:41:47 AM
From: TH	Respond to of 110194

Good luck Biggs. I appreciated all the red flags you raised regarding the Sept retail report. It forced me to examine my short positions and general assumptions about the strength of the US consumer. And hey, no reason you can't toss a bone from time to time to the dogs you left behind. Right Blue Horseshoe? GT TH

To: UncleBigs who wrote (73931)	11/10/2006 3:01:54 PM
From: $Mogul	Respond to of 110194

CDS Spread- The CDS spread tracks an index created by Dow Jones which monitors the spread between credit default swaps on high-yield (i.e. junk) bonds and Treasury securities. The higher the index, the wider the spread...this means that credit investors are more and more worried about defaults and are willing to pay higher prices for default protection. Currently the stochastics for the indicator are very high (inverted scale). The spread is getting near to extreme levels and showing that investors are quite comfortable. This has shown complaceny and may mean trouble for the market as a whole. I am guessing that there amy be something looming out there. Maybe it is just credit downgrades or maybe it is something else. Just speculation based on the wide spread on my part.