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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: William H Huebl who wrote (56166)	11/6/2001 10:56:29 PM
From: Real Man	Read Replies (2) \| Respond to of 94695

It's just a bubble effect in US bond market - lower rates are allowed without dollar going to Hell cause we are in a bubble. As bonds rally, foreign investors invest more in them, thus producing a counter balance to the trade deficit. Unfortunately, as the Fed runs out of steam, this will end badly with the collapse of the bond market, stock market, and the buck. There is pretty good correlation between long bond price and money supply - proves we are in a bubble. GSE @work. The size of the interest rates/forex derivative bubble is much larger than the stock market bubble. JPM ALONE holds about 23 TRILLION in forex and interest rates derivatives. That's more than total stock market capitalization at the peak in March-2000