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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (2240)	11/16/2003 10:23:55 PM
From: glenn_a	Read Replies (1) of 110194

Hi Mish. Yep, 6 out of 8 ain't bad at all. So if anyone's looking for some spot-on contrary indicators, our 6 points of agreement are probably a good place to start! LOL! Well, actually I don't even think we differ too much on the other 2 points either. I can certainly find merit in your replies to both points. I think we both agree that raising interest rates would negatively effect the US economy. Where we seem to differ is the likelihood that the Fed will be forced by external forces to raise interest rates to defend the US$. Don't know how it will play out, but it's going to be fascinating and sad both at the same time to watch. Not a good start for the Nikkei this evening. :( Thanks for the dialog Mish. Glenn :)

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