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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Tommaso who wrote (35924)8/25/2005 1:45:32 PM
From: mishedlo  Read Replies (2) of 116555
 
Well everything is a bit much because his advice is for people to get into cash. He also advices people to get out of dollars. He seems confused about that point. But basically Yes I agree about the overall Looming Credit Squeeze concept. I do not think foreign currencies will necessarily be a big winner.

The idea is absolutely correct, what to do about it is not necessarily clear. Personally 2-5 year treasuries seem to be a bargain.

Mish
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