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To: Lucretius who wrote (80112)12/17/1999 9:09:00 AM
From: MythMan  Read Replies (2) | Respond to of 86076
 
You're assuming the bond will crash....



To: Lucretius who wrote (80112)12/17/1999 9:17:00 AM
From: re3  Respond to of 86076
 
funny, no posts for 6 weeks over here...

Subject 31195



To: Lucretius who wrote (80112)12/17/1999 11:24:00 AM
From: valueminded  Read Replies (1) | Respond to of 86076
 
LT:

Disagree about timing on poots. I stand by earlier thoughts which put the bond at 6.5% this year and over 8% next year and big market rally into january. Timing for puts will be at least into january depending on macro monetary outlook at that time.
Only thing that will affect stock market (nasdaq) is supply of $$$$. A bond market paying 8% wont affect the US allocation of dollars to stocks vs bonds. Foreign money will be affected which has tempered the interest rate curve so far. Unfortunately, they will learn that an 8% dividend wont matter when the currency loses its luster due to oversupply. imo