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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Paul Shread who wrote (5848)4/16/2001 10:04:19 PM
From: Trumptown  Read Replies (1) | Respond to of 52237
 
<<(the Fed is done easing because the economy is recovering).>> - I have a hard time believing rates aren't going lower...gotta at least wait out the next meeting. The funny thing is, about a year ago my wife said let's pay off the mortgage (money was flyin' all over the place)..."I said naaa, that's not a good investment"...oops.

Scalpin' for nickles ain't no fun...
SR



To: Paul Shread who wrote (5848)4/17/2001 12:20:39 AM
From: isopatch  Respond to of 52237
 
Paul. One thing we have to consider

is the absolutely mind boggling amount of US Tsy paper of all maturities held by foreigners. I don't recall offhand exactly what the %age is. But, it has balooned enormously during the past 10-15 years.

Part of the reason for that is the de facto "peace dividend" from the end of the cold war leaving America as the one remaining super power in the world. If that status were ever to come into question, such as might occur IF tensions with a major power like China were to seriously escalate? The movement out of those tsy securities could snowball out of control as confidence in our currency is irrevocatbly tied to status as the unchallenged dominant world power.

This is a potential risk factor that's not received enough attention by the investment community or the financial press IMHO.

Isopatch



To: Paul Shread who wrote (5848)4/17/2001 1:28:47 PM
From: Claud B  Respond to of 52237
 
The bond market may be saying it's losing faith in
the FED to avoid a hard landing. Food for thought!

Claud