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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (10485)	7/18/2002 1:59:41 PM
From: Jim Willie CB	Respond to of 10921

if rates rise before WE USA guys are ready, then major problems that is the risk since we are not fully in control of either rates or currency I have read in several sources that 44-45% of USTreasury debt is held by foreigners WE NEED LOWER rates to promote more monetary stimulus, to fight off deflationary forces, to offset capital burning via debt dissipation we need the Fed to win and prevail if we get trumped and vetoed with "no confidence" from foreign TBond holders, we are in big trouble Greenspasm is caught in a box lower rates are what we might need now for added stimulus but borrowers are not so eager to borrow, are they? and lower rates will invite further dollar selling abroad we already have a slightly lower shorterm rate than Germans and other Europeans this has been steadily undermining the dollar in FOREX trading we must be in a situation where higher rates come only thru strength in the economy if higher rates are DEALT to us by foreigners, then we sink if higher prices from massive foreign imported products occurs, and it has not yet, but it might soon, then we will see higher rates again, not from our strength, but from inflationary forces that must be compensated for in the bond market yield I am attempting to gather anecdotal accounts of fights between Asian suppliers and US distributors on pricing so far the US guys are pushing back successfully Asians are absorbing the change in dollar shift that does not bode well for Asian economies they will lose some of their profit margins with US exports if more dollar declines come, then US prices must rise some that is the compromise I see next I agree with you which is it? we need lower rates but not totally in our control is it? the declining dollar makes lower rates all the more difficult that is MY WHOLE POINT in this warning message / jim