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To: Sarmad Y. Hermiz who wrote (6383)7/15/2003 8:40:03 PM
From: Sam Citron  Read Replies (1) of 13403
 
As I reread your post, I see that perhaps you are saying that the "train wreck" will be caused by the deficits, costly foreign wars, and the lower dollar rather than by the reflation. Still curious about the scenario and timing, such as why the bond holders don't get sheared until "late Jan. '04".
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