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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (15222)	7/5/2002 12:22:55 PM
From: nspolar	Respond to of 36161

Slider, thanks for the comments. As I recollect you made a statement once upon a time that the financials were your area of 'expertise', even though you hit most of em like the rest of us. Damn, we're getting rained on up here like there is no tomorrow. Puts a damper on the outdoor activities.

To: SliderOnTheBlack who wrote (15222)	7/5/2002 2:35:50 PM
From: Jim Willie CB	Respond to of 36161

Slider, a strange but meaningful coalmine canary signal in Boston's hot real estate market, last year saw a 6-8 week waiting period for surveyors, but now in May that wait was reduced to 3-4 days do you expect FannyMae and FreddyMac to go kaput? I dont mean next month my view is for the next two years to include RE correction the cause will be rising rates and more layoffs do you expect to see foreign selling of USTBonds? I figure round #1 saw foreign stock selling and round #2 will see some foreign bond selling then more selling later after inflation arrives from the backdoor via imported products and components which will present us with rising rates with slowing economy we could quickly see a situation where 3-month TBill yield shows a widening spread from the FedFundsRate indicative of a weak Fed and GreenMan with no testicles thanks, Jim