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To: Henry Volquardsen who wrote (53912)7/30/1999 11:35:00 AM
From: accountclosed  Read Replies (1) | Respond to of 86076
 
Hi Henry, how's it going? You hearing from any good soldiers? It's been quiet on that front for me.

You're the bond expert in these parts. The guy that is naturally bullish on bonds at all times. I take it you are bearish here.

I was just reacting to John's statement (with -g- attached) the market is giving us a second chance to buy bonds -g-

I don't see the bond case in light of wage pressures, dollar pressures. The only real case I can make for bonds is a flight to quality due to stock overvaluation, which doesn't make for a very strong case. What's your take?



To: Henry Volquardsen who wrote (53912)7/30/1999 11:45:00 AM
From: John Pitera  Read Replies (2) | Respond to of 86076
 
Hi Henry, I'm sure you have seen that the Japanese have sanctioned CSFB...what is your take on the situation.

Keeping in mind the Festival of Horrors Martin Armstrong feels might transpire between Japan and the foreign banks?

John


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