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To: surfbaron who wrote (7175)	3/13/2000 2:27:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 35685

Good rant, surfbaron, but you're way over my head. I haven't figured out how bond rates affect New Economy investments. Help me understand what you're saying. uf

To: surfbaron who wrote (7175)	3/13/2000 10:26:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 35685

welcome, SurfBaron, wish I read Baroness nice to have someone to talk bonds with you make mucho sense personally, I am a Bolshevik with Irish roots who has eschewed his IRA demolition days in favor of guerrilla raids on the WhoreHouse pillboxes this factor keeps US bonds of all type in good stead: As long as Europe is mired in socialistic malaise and Japan's rates stay near zero we are ok the most curious developmt I see recently is the shift from 30yr TBonds to 10yr TNote as the bellwether measure... not sure I agree totally with your point about demand sucking for the 30yr... with yield at 6.1% how bad can it be?.. the 10yr goes begging a bit with tincup in hand, suffering most of the seawall battering from economic statistics love your handle on our president BJBill no, the $5 trill debt aint going away fast but we will have a period of time with some gradual refunding for a while, and very little new govt paper to float GreensHam dont have the big luxury of influencing long demand via shortend adjustments, agreed but I personally find it incongruent for US credit markets to PAY A RATE PREMIUM over Europeans... Euro affinity to socialism should result in higher rates to finance their stupid and inefficient encouragement of the lazy and unwilling... right now the shorterm US credit is 2.5% higher than Euros, and 1% higher than Euros makes no sense to me, esp since our heavy debt days are over... sure we carry debt, but as pct of GDP it aint that bad... as pct, Japanese debt is horrendous I remember well, BJBill's dumb call to "save" by going to shortend maturities in 1993 later, and looking forward to talking / jim