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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dutch who wrote (11203)	11/2/2000 4:19:35 PM
From: Jim Willie CB	Read Replies (2) of 65232

two opinions: Courtney Smith, Wayne Angell Smith: inflation indexes are down (CPI, CRB, etc) interest rates are down (30yrTBond, 10yrTNotes) with both banks and technology up simultaneously, STRONG BULL SIGNAL Angell: commodity prices down (Commodity Research Bureau) gold is down (confirms lower inflation) strong USdollar (slowing effect on our economy) with inflation indications coming down, the Fed will be forced to cut rates, OR ELSE run the risk of a virtual tightening in the real rate of interest (real rate of interest = TBond yield minus CPI inflation) me: with higher energy prices, an additional drag on economy it is NOT an inflationary risk, but a profit squeeze reality lower profits means reduced corporate spending higher fuel cost means consumers have less for spending / Jim

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