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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (11809)	12/12/2001 11:37:48 PM
From: smolejv@gmx.net	Respond to of 74559

I disqualify myself upfront from anything more serious than scratching the polished marble surface of the banking industry. I picked up bits and pieces as I went. I guess we all talk the same thing, assuming the same understanding of the context´(reserves? what reserves?), fundamentals (fun da mental - sounds spanish;) etc. Doug Noland has been my prime watering hole lately in this respect. My major aha was getting the idea of how the GSE money-making machines are working. AG is a dude, a Wizzard of Oz, on this kind of a theater stage. dj