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

To: stockman_scott who wrote (39311)	7/23/2001 3:13:00 PM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

John Mauldin's favorite bond pro expects interest rates to decline thru the end of year Mauldin has a widely read email letter at www.2000wave.com he edits or contributes heavily to the Millenium Wave group he says Asian suppliers are tripping over themselves, bringing down prices those poor SOB's are racing to discount their currencies or else face idle factories sounds like a slowmotion redux of Asian Meltdown he believes the US$ dollar will continue to remain strong until Feb2002 at that time European Union members will have to convert to euro currency and then the black market in dollars will lose its lustre in Europe so after January, US$ will continue to be strong versus Asians but US$ will weaken slightly versus the Euro (the Euro is a piece of cow dung) sounds to me like he expects weakness until next winter/spring just like I have been saying all along Mauldin honestly expects mortgage rates to get into the 5% range in the next three years the economy will have the poop the world bed for that to happen wondering about real estate prices in the meantime lower rates mean higher REprices, but lower rates come with declining employment my Sagami guy quotes 20 American CEO's with little postive about Q3, Q4 tell these CEO's about the "2ndHalf Recovery" (what a joke) he can be found on www.tonysagami.com sharp guy with his Power Ratings that are still slightly negative CNBC and other nitwits expect a rebound, cite evidence in support that evidence is thin if the economy slows further, then even energy will slow with it since demand drops on a widespread basis e.g. industries cut back, fewer people take vacations but energy will likely lead out of the recession especially electrical technology hey Scott, is everyone at the beach? / jim