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

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To: Mike Johnston who wrote (78060)	1/23/2007 9:56:36 PM
From: Crimson Ghost	Read Replies (5) of 110194

I just came back from a Fidelity investment seminar. The main speaker was a guy named Timmer -- one of their most senior investment strategists. His basic theme -- everything is wonderful in the US economy, the world economy and global financial markets. All of the major current trends will continue for many years. He does concede that the market may sustain a 10% correction soon because the strong economic growth he foresees may cause the Fed to tighten a few more notches. But after that up, up and away again. Beyond the next few months he is bullish on everything except long-term bonds. Especially hot about commodities, real estate (he thinks the housing correction is just about over) and emerging markets. Assumes foreign central banks will continue pouring huge sums into US financial assets for the foreseeable future. And this guy probably is more cautious than most on Wall Street because few there expect even a 10% correction.

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