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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (67649)	12/1/2003 3:09:27 PM
From: William H Huebl	Read Replies (1) \| Respond to of 94695

The crowd as enhanced by the Feds?

To: Real Man who wrote (67649)	12/2/2003 7:46:43 AM
From: robert b furman	Read Replies (2) \| Respond to of 94695

Hi VI, I think you are right on the money regarding your "Carry Trade" thought. As for how long it can go on - I'm thinking - very long. Didn't this play last for years in Japan? Seems to me it got unwound around the same time the Asian Contagion occurred - or was that the downfall of LTCM. I'm a newbie to this concept,but with the fed saying rates will be low for a long time 1% and bods paying 4 1/2% - A hedge fund's high leverage would create a lot of daily cash flow. I say daily cause that's how it will be watched.Once the unwinding occurs, I guess we'll move into TIPS ??? Right now it is a confidence thing with the fed - Mr Market always moves before the fed.So if you are looking for a musical chair - DON'T BE WATCHING Mr. G.- just listen to the music.GG Bob