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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (4086)	1/12/2004 7:15:37 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 4916

Trotsky watch: Date: Mon Jan 12 2004 17:38 trotsky (frustrated) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i still think the only flation we'll get will have a 'd' in front. both industrial overcapacities and debt have continued to grow hugely over the past 3 years on a global basis...there won't be no 'easy way out' for the debtors. and the coming consumer recession in the US will worsen the deflationary gap. my prediction remains, new all time lows in yields this year ( obviously, NOT on corporate or emerging market debt... ) . Date: Mon Jan 12 2004 16:40 trotsky (interest rates keep falling....) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved but EVERYBODY is positioned for higher rates, because don't you know, everybody 'knows' they will rise, right? Coutrywide 'hurting from lower rates' - ouch: click here ... there will be bloody murder when the scramble to get out of all those wrong-way hedges and mismatched durations ensues. Date: Mon Jan 12 2004 14:34 trotsky (XAU) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved another day of soggy performance...probably a warning sign at this stage. something's not right...institutional money flows negative as well.