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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (849)	9/19/2003 12:23:20 PM
From: ild	Read Replies (1) \| Respond to of 110194

Did you notice that Roach's words in today's dispatch: "I continue to be enamored with the case for an economic relapse in early 2004." morganstanley.com If Roach is right then the market should start pricing this in pretty soon. More to the point of missing wage inflation: Auto workers get no increase in base wages in new contracts.

To: russwinter who wrote (849)	9/19/2003 12:37:42 PM
From: yard_man	Read Replies (2) \| Respond to of 110194

>>Long standing bear capitulates. What else do we need?<< you need the public at large to realize the jobs are gone, not coming back, and the loss of jobs are accelerating ...you need time ... maybe two-three more months. Russel is right. The market can be floated with respect to a falling USD -- it won't float with respect to everything else. The Faber piece posted here a while back was right on about this.