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To: GST who wrote (61974)	6/11/1999 4:45:00 PM
From: H James Morris	Respond to of 164684

>>He seems to think that 'pricing a fed increase' into the market means having the long bond go up a quarter point, or having stocks go down 5% -- and then we get a big relief rally -- ha ha ha<< Gst, I still think there's more $money to made by being a bull, than being a bear. Lets be honest, most of this planet really does have a growing economy. The investment skill is being able to move your investments around. Right now, there's more upside potential with some International investments than trying to stick with just our American economy. I like Asian growth opportunities. Why?? They were beaten almost to death, but Asia will never give up. That's just their culture. I also think we should get over Pearl Harbour.

To: GST who wrote (61974)	6/12/1999 12:17:00 AM
From: Ted David	Read Replies (3) \| Respond to of 164684

Stupid? I said I thought a fed tightening was priced into the market already because the bond yield had already backed up about 100 basis points...indeed that it is pricing in way more than an expected 25 Bp move. Price goes down as yield goes up. Pricing in a tightening would see yield go up and price go down. And that is just what we have seen. And as for equities, my point is that they had overdone a sell off and had also priced in well more than a 25bp move. Thus, if all we get is a 25bp move.. conceivably we could get some sort of relief rally. It has happened before any number of times.. and this has been said over and over on our air by many portfolio mgrs and others.