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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (35028)	6/14/2003 8:58:33 PM
From: KyrosL	Respond to of 74559

engendered LOL!

To: TobagoJack who wrote (35028)	6/14/2003 10:42:31 PM
From: pezz	Read Replies (4) \| Respond to of 74559

Very impressive call indeed but.....We have seen 1400 NAZ so time <<to buy blindly, without fear and regret.>> ? << If, on the other hand, your success has much to do with the unforgivable liquidity flood, >> LOL ....Of course it haz everything to do with the liquidity flood. This has been the driving force { along with the belief ,rightly or wrongly and I don't care,that Bush's recovery policy will work } that is behind the small caps fire. With all due modesty I understand how to take advantage of sucha fire. Will the economy recover or will your gloom and doom scenario prevail ? I...as always, haven't a clue. But I gotta make hay whilst the sun shines...Just give daddy another six months of this and I'll put some money in the Bank.... Oh hell... You know and I know ....I won't...

To: TobagoJack who wrote (35028)	6/15/2003 12:48:49 AM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 74559

The Great Upside Down US Household Hedge Fund Trade prudentbear.com Subject 54034 ...Out of the $190b increase in the pace of mortgage debt accumulation in 2002, some $103b was reinvested in time and savings deposits, and another $67b was reinvested in municipal bonds. Money market funds were liquidated, but Treasury positions were increased.[iii] Done in volume, and over time, this negative arbitrage between 5.5% mortgage rates and 2% savings or time deposits or say 3.25% 10 year US Treasury yields (or muni’s yielding an after tax yield not too far away from that level) would virtually insure that the household sector would go bankrupt... Any independent signals or facts to confirm this? This is just UFB...See what one single put, well written and advertized, can do... Re "household sector": it could be just the fat cats tail of distribution - which otherwise would not get hurt as much as those at the lower end of the income / wealth scale.