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

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To: russwinter who started this subject	4/5/2004 1:21:08 PM
From: russwinter	Read Replies (1) of 110194

Bill Fleckenstein on Jeremy Seigel's "bond vigilante" nonsense: moneycentral.msn.com An important point from this: "it could experience rising rates because of supply and inflation concerns -- even with the Fed ( and especially because of the Fed ) pegging the funds' rate at 1%. It will be very important, I think, to keep an eye on the Japanese yen and our bond market to see if this is a true inflection point."

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