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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 (81166)	4/25/2007 8:08:21 PM
From: Lee	Read Replies (1) \| Respond to of 110194

"ex aircraft, capital goods orders were DOWN a whopping 12%! that's not a strong report, it's a catastrophe." Sure wasn't traded that way. Below provides a sobering discussion of the prior 6 months Capex. aei.org

To: orkrious who wrote (81166)	4/25/2007 8:23:34 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 110194

Outstanding series of posts....I'm thinking my strategy going forward will be to gradually add long dated OOTM index puts and "dollar cost average" into them until August or so. Since things always take longer than bears think they will, I'm tentatively targeting the top for July or August with some kind of accident (probably precipitated by a carry trade reversal prompted by credit quality problems in the US). I'm taking it easy on the gold buggery for awhile, too....<G>