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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (5665)	2/19/2002 12:43:51 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 33421

Hi John, I'll look forward to the Yardeni pieces. He always seems to have a pretty good clue. <g> But before we get into happy-talk mode entirely, here's one that a friend passed along that raises some interesting speculations about the House of Morgan: newaus.com.au I've been trying to get some more data points on how vulnerable the bank is. A credit downgrade, by rights, should just about drive a stake through the heart of JPM, with its massive OTC derivatives exposures all pegged to its credit rating. Exciting stuff. -Ray