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To: Activatecard who wrote (18563)	9/14/2000 10:37:09 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

well, we have been bemoaning this for a long time...it's nothing new. we're breathlessly awaiting the moment of truth...the moment when credit expansion comes to a screeching halt, and the external deficit finally instills fright in all those foreign IOU holders... latest derivatives data (note the comment and data on CMB and JPM - i hereby predict that the systemic shock that will lead to a violent reversion to the mean will involve those two....): contraryinvestor.com