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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Jim Willie CB who wrote (11380)11/3/2000 8:40:15 AM
From: Jim Willie CB  Respond to of 65232
 
Larry Kudlow just predicted that the Federal Reserve in their Nov15th FOMC meeting will move to a neutral stance

and this will begin a new phase that takes the 10yr Treasurys toward 5.0% yield by yearened 2001
(it is 5.72% now)

wow, that would be great
Naz would scream to high heaven if that happens
provided of course, that GDP growth doesnt head under 2%

but Lawrence of America is hoping for a lot on Fed Policy

we have junk bond disarray now, first sign of liquidity problems

Larry is criticizing the Fed now, saying
"THE FED HAS BE BECOME MORE MATURE, AND REALIZE THEY LEAD THE ENTIRE WORLD IN POLICY MAKING"

wow, Larry, you said it
/ Jim



To: Jim Willie CB who wrote (11380)11/3/2000 8:40:24 AM
From: Voltaire  Read Replies (1) | Respond to of 65232
 
The man is brilliant - he understands where all this prosperity had it's birth.

Vster now wanting to be an Economist



To: Jim Willie CB who wrote (11380)11/3/2000 5:26:37 PM
From: Sully-  Respond to of 65232
 
Master Mischievous,

>>"interesting contrast perspective from Jack Baroujian of Commerz Futures"<<

FWIW, I have been regularly stunned by how often Jack has espoused his thoughts & reflected how eerily close they were to the thoughts of one Jay double ewe....... I even thought he might be stealing your material........

Will try to call over weekend dude.

Ö¿Ö Tim@draggingtheline.com