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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: GraceZ who wrote (2853)	6/30/2003 1:42:09 PM
From: LLCF	Respond to of 4907

<Why do you see every statement as a personal attack? I made that statement because it is pertinent to the subject.> I'm not taking it as an attack at all Grace, I think the real estate is ONE issue which you are now hanging your hat [ego] on to PROVE the fed has been tighter than the market for years. That's why I don't need you to connect it for me, that connection is getting away from the issue, which I'm sure is exactly your goal at this point. <In a situation where the Fed was being looser than the market wanted to set the rate they would never have to do RRPs to keep the rate from falling below their target> NEVER? That's simply not true Grace... you're saying a RRP today could negate years of fed accomodation. It could simply be an imbalance for a short period. Why don't you clear all this up and answer the question I asked about the length of time in bps you think the fed as been behind the market? I find the assertion interesting, I'd like to see how long you think this has been going on since this is the first I've heard. I see you've dropped your assertion about the futures curve BTW, that's good as was very misleading. DAK

To: GraceZ who wrote (2853)	6/30/2003 2:35:01 PM
From: NOW	Read Replies (1) \| Respond to of 4907

you are limiting the possibilities here. why? you mean to say AG's words have no effect? that implicit federal guarantees to fannies have no effect?

To: GraceZ who wrote (2853)	6/30/2003 10:36:11 PM
From: Mark Adams	Read Replies (3) \| Respond to of 4907

Grace, If I'm reading your thoughts correctly, then I could conclude that the FED doing RRP's would mean that seniors should hold the market/supply responsible for lower rates, not the fed. Am I correct? Do you see any validity to the idea that Yen savings may be moving US rates lower? How do you feel about the proposal that seniors should embrace dividend paying stocks as an income option? I seem to look on this idea with some discomfort. It seems it wouldn't take much of a move up in rates to create downward pressure in high dividend stocks. My understanding was traditional utilities suffered in the early phase of economic recovery as higher uses of capital attracted money away from the traditional widow's & orphans plays.