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Non-Tech : The Critical Investing Workshop

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To: Jim Willie CB who wrote (2133)	2/2/2000 5:22:00 AM
From: Jim Willie CB	Read Replies (1) of 35685

more on TBonds -- Bloomberg interview with Tony Crescenzi two weeks ago saw the largest TBond Futures short position in history from the speculator group these people make up non-institutional folks TBond Futures also had a record peak in option puts these huge contract and option positions have already begun to unwind, fueling bond rally last week and this week expect it to continue to unwind tomorrow and a few more days after the Fed's 25bp hike TonyC claims the inversion of 10yr yield over 30yr yield should continue until the entire tightening process ends in a few months... still have a phenomenon whereby govt bonds are competing unsuccessfully for capital with stocks... to some extent govt bonds are losing versus corporate bonds I know you believe bonds are somewhat irrelevant to the future growth of Qualcomm I concur longterm but we agree that bonds provide a shorterm environmt backdrop now it represents a tide coming in on top of that, USdollar is gaining versus Euro and JYen getting to watch live the NazFutures it was minus 23, now minus 15 suspect NazFutures is MUCH thinner than S&P or Dow couldnt sleep, Jim

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