The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: TheSlowLane who wrote (8496)	2/23/2004 4:47:47 PM
From: mishedlo	Read Replies (4) of 110194

thanks for that as I do not like listening to 20 minute audios. The writer really misses the point. 1) The US wants a lower dollar. Therefore a falling dollar is not going to force the FED to hike 2) He picks up on the jobs issue but dismisses it like everyone else. He ignores the obvious and play for easy al to not be easy just like everyone else. So many believe that it is TOO obviuous, that I believe the 100% contrary play is to bet on easy al to be easy. Quite amazing really. If housing slows and the stock market tumbles, the next move is a rate CUT imo. Treasury bears will get slaughted if that happens. Mish

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