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Seems like the market's trying to fill the gaps... I like this, means we can clear the boards before finally deciding which way to go...

I'm glad I'm not the only one... I never thought the local Pizza Hut would taste better...

Visited your stomping ground over the long weekend mcurto... What a beautiful city, pleasantly suprised that such a large city can still be so liveable... Tried to take a "tour" of the CBOE, but were quickly kicked out by a nasty security guard. I don't quite fit the profile of a terrorist...

Turning points have happened on or near Jobs report the past few months, this could be one of those times... nice observation Lance...

YOu wouldn't happen to remem the avg duration for the lehman index would ya? Are they doing it due to the reintro of Long Bond or just rebalancing?

Nice little EOD rally today... wasn' quite what i'd expectd, but hey, the market had already anticipated the pause, so I guess he governors also had the same feelilng at the time...

Thanks for hte analysis mcurto, no way I'm trusting the ADP report again, but I'll obviously watch how the market reacts to it...

Agreed, the guy's been the everlasting bull, and it's worked the past 20 years, the fiscal year ain't even over yet, WSJ should put a disclaimer, there may be further for bonds to fall yet... Frankly betting Big on less volatility, sounds a little oxymoronish... but i guess when you're in the...

I concur, I hope we get more vol though, these 3 tick moves per day are getting kinda nnoying

I'm a big fan of Jim Puplava and his friends... They take a very un-mainstream message and package it nicely for the mass audience... Although I don't think things are as dire as they would say, I'm definitely taking everything the administration says with a grain of salt (remem Snow)...

I liked this link... http://www.smartmoney.com/aheadofthecurve/index.cfm?story=20060818&src=fb&nav=RSS20

Ya, those greenwich commentaries are pretty optimistic huh? Should be an interesting couple weeks as we head into the fall session, I like how all the talk is about the pause and the varying opinions even a few days after the announcement, means potentially more volatility... Hope the...

I heard a famous gold-bug on TV over the weekend talk about inflation, and of course the next pending runup in gold prices... Basically it comes down to picking the best of two evils... It's easier, he asserts, to get an economy out of an inflationary environment, as opposed to a deflationary...

Nice call, as per usual, how much you think this market can squeeze further? I think tops 4.8 in the 30s then maybe a resumption of the bear market as inflation carries us into the end of the year...

Pension funds must be conflicted with this one, either buy now before the Fed pauses, or hold off on more supply down the road, plus inflation will have a bigger impact on the long stuff...

Sliced thru 108 easy in the morning but looked kinda schetch in the aft, looked like it may give it back, AGAIN... Fight's certainly not over, the rally has been slow and meticulous, but with no failures so far, just having to go thru lotsa resistance on low volume...

Used to be a lot easier with the previous administration having a strong dollar policy, and the Japanese selling Yen to improve their current accounts...

Consumers in Japan have definitely benefited from lower rates, the problem isn't the rates themselves, but the societal differences inherently ingrained. They are savers, have learned that hard work and sacrifice will bring FUTURE reward. It's not all about instant gratification there (although...

Ya sound like the guest host on squawk box today, all doom :) ya, anybody who says inflation is non existent is lying, and anybody who's saying it hasn't floated into wages is LYING, in my case I was EASY able to negotiate a fat raise and could do so again if the circumstances warrant. The...

Yup, or of course it could be another bounce off the trendline, either way, it'll take at least a few months to play out, that's a25 year chart ya got there :D