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

To: marginnayan who wrote (81234)	4/27/2007 1:35:27 PM
From: Perspective	Respond to of 110194

I'm tiptoeing into shorts against IIF, INP, and IFN, and looking at companies such as REDF. I like REDF short because it is one of the weaker stocks right now, and the valuation is pretty high relative to sales or earnings. BC

To: marginnayan who wrote (81234)	4/27/2007 1:39:21 PM
From: Perspective	Read Replies (1) \| Respond to of 110194

Re China, I'm not even considering shorts there yet. WAAAY too much momentum flowing. I think it's best as an indicator species. However, I am setting up positions against emerging markets ETFs like EEM. Also, when China goes, I think one of the fatalities is going to be the steel stocks. And they are going to have a long, slow suffering. In Brazil, RIO should suffer doubly from both the emerging markets unwinding, and the steel price falling. And you have X and NUE domestically. BC