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

To: Wharf Rat who wrote (49212)	4/1/2002 11:15:38 AM
From: Jim Willie CB	Respond to of 65232

we see dollar effects the same, only diff is size of effect if dollar slides, then its flipside debt instrument will drop also that is the USTBond, meaning higher rates higher rates cause stock valuations to be strained so sliding dollar leads to the three biggest nightmares for Mr GreenStool declining bond market declining stock market softening housing market this totally eclipses the positive effect on US exporters most of their books are loaded with debt, full of shit accounting proforma deception, whose customers are largely loaded to the gills with excess equipment if lower rates arent helping to bring about bigger business spending at home, why would cheaper dollar help to bring about bigger business spending abroad? Europeans have worse stagflation than the US does I read Germany and Italy each have 5% inflation, >10% unemployment on a Richter scale, sliding dollar registers a 7.5 bad earthquake on both the stock and bond market and a 5.0 bad earthquake on the housing market while it registers a 2.5 good earthquake on exporters step back and assess the effect on stocks & bonds in 1990's the dollar strengthened big big positives for both stocks & bonds EVEN AS US EXPORTERS GOT HURT WITH FOREIGN SALES it all reverses with sliding dollar and hurting the USdollar will be the next AlQaeda goal they will soon realize that they can exert the most leverage on the dollar by buying up silver on world market !!! / jim