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


To: mishedlo who wrote (3711)12/21/2003 12:34:12 PM
From: KyrosL  Respond to of 110194
 
Thanks for the education Mike!



To: mishedlo who wrote (3711)12/21/2003 1:07:27 PM
From: eddieww  Read Replies (1) | Respond to of 110194
 
I'll second KyrosL on the thanks for the explanation of the eurodollar market. I knew very little and now I know much more.

I've been generally of the opinion since 1999 that we are headed for a deflationary crash, in which case you are better than golden with your play. I am only recently concerned that deflationary forces have been so delayed. Maybe we are in a brave new fiat world where the CBs can "print" us to prosperity and create a positive inflation whenever they choose, but my bet (mid>long treasuries and older GNMAs) is that they can't.

Good luck to us both.



To: mishedlo who wrote (3711)12/21/2003 1:37:37 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
is that some of the same stuff that fre and fnm use to hedge duration risks?