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To: jcky who wrote (20857)11/29/2000 8:51:46 PM
From: Jim Willie CB  Read Replies (4) | Respond to of 65232
 
the key to the US stock market for next four months: Fed and US$

you said it, man, you speak my language:
Keep an eye on the US dollar. If the US dollar starts to fall, Uncle Al and the Feds will have their hands tied and will be unable to sustain a longer term trend of lowering interest rates.

Greenspan had better start cutting rates before the largest market in the world does, the currency market

for those who are unfamiliar with this concept... the Treasury Bond yield is like a dividend paid to owners of the USdollar, not exactly but close... as Greenspan cuts rates, the bond market response will be to have yields rise slightly... this compensates and attracts US$ buyers and attains equilibrium

if Greenspan does NOT cut rates, then we might see a problem develop in our bond market... he will eventually cut rates while TBond yields are ALREADY rising... timing for Greeny is essential

the longer Greenie waits, the harder the Soft Landing
and the higher TBond yield might be if the currency markets do the job first

by the way: LAST SOFT LANDING CULMINATED IN ASIAN MELTDOWN

abolish the Fed
Greeny and the Fed Governors cause recessions and temporary global panics

/ Jim



To: jcky who wrote (20857)11/29/2000 9:04:38 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 65232
 
images and the President Election

Gore appeared two nights ago nationally to justify his contest
Gore appeared again next noon to do damage control
Gore now has NO spokesman or spokeswoman
he appears small, weak, alone, appealing for sympathy as much as support

Gore today appeared once more, on Today Show
he is starting to bother Democrats for not using a spokesman
and not giving off a presidential air

Lieberman was sacrificed on certification night
he came across like an undersized pitbull
he is so small, and noticeably absent

Bush appeared on certification night, but looked stiff
now he is seen acting like a governor and perhaps PrezElect

Cheney appeared day after cert night to wrest proper images
he seemed steady, unemotional, professional, experienced
they rolled him out of the hospital so fast
he has been described by some as "the only adult out there"

watch out when tomorrow's image is: Bush & Cheney with Colin Powell

perhaps when minorities see Powell
they will begin to break ranks from Democrat support of Gore

Gore seems to be to at a big disadvantage
nobody of large Demo stature is standing up
I dont know WHO among Demos is of large stature
Carter? perhaps
Gephardt and Daschle? not a chance
Mondale? long gone
Bradley? he hates Gore, predictably silent
Byrd? no way, but love his hair
Hillary? yeah, but she is still a private citizen

we hear that Gore's support among Demos is firm
I say it is superficially evident, even forced, obligatory
everyone is saying among Demo circles that Gore has no chance

mantra "we want a full, accurate, complete counting of votes"
this will become a joke that embarrasses soon
if not already

/ Jim