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Strategies & Market Trends : Paint The Table

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To: Jorj X Mckie who wrote (2393)11/16/2001 1:27:05 PM
From: John Pitera  Read Replies (1) of 23786
 
yes the megaphone.... -g- options friday's are pretty timid days normally, and if anything they tend to be in
the opposite direction of the previous 2 days.

10 year note yield is moving higher in yield today. Chicago was talking about asset allocation shifts happening
incrementally, where they are adding to bonds and selling stocks since bonds have gone down in price and
equities higher. to keep the same asset allocation ratio's you need to add to the asset class that has been
depreciating.... by selling the asset class that has been increasing as a % of the portfolio.

And we have had moved up 75 basis points on the 10 year notes in 2 weeks. That's a lot.

AZO????? I was talking with Waxdood about it last night.
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