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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: MrGreenJeans who wrote (14425)6/14/2000 9:09:00 AM
From: Boca_PETE  Read Replies (1) of 15132
 
Mr. GJ: Last Sunday in response to a caller in the last half of the second hour, Bob raised the possibility that Foreign investors might increasingly redeem their treasury securities as they lose confidence in the U.S. economy during the expected slowdown. Do you see this scenario as a credible risk that might upset your expected soft landing scenario?

Moreover, how do you see the impact on inflation of a FED, fearful of oncoming recession, lowering rates to soften the economic landing?

Does this whole process of reigning in the economy remind you of white water rafting down a turbulent river ?

P
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