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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 (3423)	12/15/2003 6:31:59 PM
From: mishedlo	Respond to of 110194

”Thus, “the foreseeable future” lasted a month and a half. Piss poor analysis Let's see what they say in January The ISM supplier index is above 55, consistent with building bottlenecks, a good guide to Fed rate hikes in the past. We doubt that the Fed will be on hold throughout 2004. BCA has been wrong for months but....If they hike in Sept, I will not care My premise is slower than expected. Everyone else thought March I positioned for Sept (even though I do not think it happens) M