All Clowns Must Be Destroyed Message Board

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Pastimes : All Clowns Must Be Destroyed

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To: SOROS who wrote (2243)	1/13/2000 10:33:00 AM
From: Jess Beltz	of 42523

Soros: I agree that there will definitely be 2-3 interest rate hikes in the next quarter, and of course that always makes for a dangerous environment to be long in, and truly perilous for those using margin. I'm sure that that sentiment plays large in Brinker's thinking. However, in watching the Chairman for the last year, I think he's starting to pull back a little on jumping the gun on raising rates as a preemptive strike against inflation. I expect a full 75 basis point rise between now and the end of April, but feel fairly confident that the rate increases won't go beyond that. Much of the scenario as stated has already been impounded in share prices. Admittedy, high flying tech issues will get knocked the hardest. A rotation towards something defensive like utilities might be appropriate, but i think cashing out is a little excessive. Just my own $0.02.

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