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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 (1346)	10/8/2003 1:43:40 PM
From: loantech	Read Replies (1) \| Respond to of 110194

Russ I have to hand it to you. One sharp fortune cookie. I hope the readers here realize Russ is on top of things. I made my early fortune on some of Russ's picks. Let's watch the employment numbers. PS:I am not sending a donation yet but appreciate your work. <g>

To: russwinter who wrote (1346)	10/8/2003 3:00:41 PM
From: Chas.	Read Replies (1) \| Respond to of 110194

exactly what do you mean by the Mortgage worker slowdown...? is this a direct reference to a slow down in home mortgages, therefore the mortgage brokers...? sorry for the dumb question ..? regards

To: russwinter who wrote (1346)	10/8/2003 3:18:19 PM
From: ild	Respond to of 110194

Russ, thanks for your work. It is much appreciated. If this trend continues it may create conditions for a weak X-max sales. Last year refi wave started in Sept giving cash exactly by Thanksgiving. This year cash flow from cash outs petered out in September. IMO all depends on how much the retailers decide to stock up on goods. If they decide to go with moderate projections in order to avoid costly discounts later this may cause chain reaction. Am I too bearish? Retailers may still decide to go full throttle. Do you know how to gauge their intensions?