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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (35963)	11/17/2009 2:32:10 PM
From: Cogito Ergo Sum	of 78742

A bit of macro speak but I've been thinking about rising rates also.. Many assume that your fed will wait too long to curtail inflation.. FWIW.. The low USD (not a USD crash) is good for getting the US out of its jam by assisting the manufacturing and exported service sectors.. Inflation does not a seem to be an issue yet.. but rates will rise if it appears and I think there is a good chance the fed may act earlier than many think... or if the USD looks like it will crash.. (I suspect that the fed has a 'target range' but ya I'm just guessing).. All my stuff is geared to low rates it seems.. between my high proportion of infrastructure and yield plays and my metal stocks for torque... I'm wondering what I'll do as rates rise... It's really dangerous when a swan's head spins... like a rock on a string LOL TBS

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