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

To: Jim Willie CB who wrote (953)	9/22/2003 2:18:26 PM
From: David W. Taylor	Read Replies (1) \| Respond to of 110194

>> do you ever read and learn, or just write and talk? >> Yes, I learn. >> by the end of this decade we will all receive an education on China and its upcoming gold-convertible yuan currency >> This is a wet dream in your gold bug heart. It's not a logical conclusion. David

To: Jim Willie CB who wrote (953)	9/22/2003 2:59:36 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

Listened to a PROPHETIC interview with Nesbitt Burns strategist Don Coxe over the weekend. His two main points: The dollar is headed much lower and is likely to be the catalyst for a fall correction in the financial markets. 2004 will be a very bad year for bonds but a great year for commodities and commodity related stocks. BTW anybody notice that bonds are getting hit today despite plunging stocks? This is a man bites dog situation and merits starting to short long-term T-bonds via Rydex Juno IMHO.