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To: John Madarasz who wrote (22316)11/26/2001 12:47:48 PM
From: NOW  Respond to of 209892
 
VERY GOOD post John!
Kasriel's view is not that dissimilar actually: he sees a recovery, triggering the fed needing to raise rates or the bond market doing so, causing the final denoument in fall 2002 as I recall.