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To: yard_man who wrote (174572)6/22/2002 10:10:30 AM
From: Crimson Ghost  Read Replies (3) | Respond to of 436258
 
With the dollar in the dumps and interest rates down sharply of late, bond yields are set to explode the moment stocks stop going down. Not only that, but new highs in treasury bond yields are good bet this summer IMHO.

If you think mortgage rates will stay down, you really should not be shorting husing stocks. Not much profit potential under that scenario.



To: yard_man who wrote (174572)6/22/2002 10:23:58 AM
From: Knighty Tin  Read Replies (2) | Respond to of 436258
 
tip, Da foreign bond funds have been en fuego. Begbx, Ftiix, Fco, Fax, Tgg, etc. have been performing like stock funds in a bull market. It just makes me so happy I could shed a tear. <VBG> I suffered through months of "don't these damn things ever move?" leading up to this past year, so that makes the elation more complete.



To: yard_man who wrote (174572)6/23/2002 12:45:52 AM
From: LLCF  Respond to of 436258
 
Partly agree... I think shoring housing is a no brainer, if it doesn't work right away just keep doing it. If i rates go up... bingo. If we slump further into recession and rates stay low BIGGER BINGO IMO. It's just a matter of time.

dAK