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Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: lee kramer who wrote (20604)7/13/2002 1:52:05 PM
From: j g cordes  Read Replies (1) | Respond to of 26752
 
Lee: banks probably aren't the weak link, they manage their exposure pretty well and have the Fed as big brother.. unless there were a real estate value collapse greater than anything we've seen this century. No sign of that, unless unemployment goes over 14% and interest rates kick up to defend the dollar. At this time I see the accounting confidence and currency doing a pretty good job of wringing out the excesses.

Jim


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