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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (72728)5/29/2002 9:15:29 PM
From: t2  Respond to of 99280
 
Zeev, What do you think a weakening dollar means to US stocks and bonds?
So far bonds holding up but stocks getting hit.

My guess is that if the weakness is just due to normal trade activity, it should not be negative for the US markets. The fact that bonds are holding up and yields dropping suggests that we are not seeing panic selling from non-US participants....they may simply be holding back from committing too much more to US funds.



To: Zeev Hed who wrote (72728)5/29/2002 9:26:13 PM
From: vampire  Read Replies (1) | Respond to of 99280
 
THANKS!

I dont think you answered George (Or i missed it) but he said something about a ground war against Iraq in your turnips forecast for this year...what if that doesn't happen? Any idea what effect (if any) on your forecast?