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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Boca_PETE who wrote (2235)2/2/2003 4:46:31 PM
From: Lone Ranger  Read Replies (2) | Respond to of 10065
 
P,
Agree with the majority of what you wrote. The one wrinkle is the dollar. If it keeps declining there will come a point, who knows when, when interest rates will have to rise to protect foreign investment from leaving our shores. Sorry but I keep having nightmares of Jimmy Carter and stagflation rearing its ugly head in the future<g>.



To: Boca_PETE who wrote (2235)2/3/2003 9:20:29 PM
From: Investor2  Read Replies (1) | Respond to of 10065
 
HI Pete,

Re: "Also, I'm not totally sold on Bob's recommendation to buy TIPS because I do not see rising interest rates for a while and do not want to forfeit that nice GNMA return."

I hope you're right about the GNMA, since I've been way over-weighted in those since Bob's call to reduce equity positions in Jan 2000. I'm a little hesitant about the TIPS too, with the likelihood of inflation so low.

Hope you've been well,

I2


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