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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (40647)	8/28/2001 9:35:46 AM
From: Jim Willie CB	Read Replies (3) of 65232

what the Fed rarely incorporates into their modeling is the fallout effect of their deflationary policy on Asian economies, and its consequent effect on US exporters they usually remind us of cheaper imports but rarely get it right on effects either to foreign economies or US exporters the Fed does not expect in their models for an even lower prevailing 10yr and 30yr yield they get that wrong also we are likely to see a redux of the Asian Meltdown the geriatrics at the Federal Reserve did NOT anticipate that their hidebound heretical policies will ensure continued deflation all the while they talk of inflation risk extraordinarily incompetent US tech stocks suffer from still high valuations and an overvalued USdollar it aint gonna resolve quickly anyone expecting revised Q2 GDP to show negatives? I dont, but think it will be very tiny positive and rattle more than a few cages, reviving the "R" word no, not "Ranger" and not "Rick" in Sept-Oct 2000, you loved fiberoptic what do you like now? I need to add another group of stocks to short / jim

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