Just follow the money. Perhaps today's "selloff" is related to the fact that someone owes the Fed ~ $8.5B tomorrow... <a href="http://www.gmtfo.com/reporeader/omops.aspx" rel="nofollow" target="_blank">http://www.gmtfo.com/reporeader/omops.aspx</a> Also note the absolute level of the oustanding TOMOs, i.e. ~ 10 times higher than ~ one year ago.