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

To: yard_man who wrote (7121)	2/6/2004 11:55:16 AM
From: mishedlo	Read Replies (2) \| Respond to of 110194

From Plunger on the FOOL Certainly the last 24 hours bond market volatility was caused entirely by Bernanke opening his mouth and yapping. Maybe the past year's volatility is largely down to him. Yet he expounds the need for the Fed not to miscommunicate. His lips should be taped up. Plunger.

To: yard_man who wrote (7121)	2/6/2004 3:17:52 PM
From: russwinter	Read Replies (4) \| Respond to of 110194

It's clear the Fed is in a take your time state of mind, even as inflation rages on. So I predict we get the train wreck within a month to six weeks. The headlines will be screaming about shortages and skyrocketing prices as the market tries to ration scarce commodities and goods. I'll bet that after about March 15th, that's all you'll start to hear. The PPI inflation numbers will come in very high starting in Feb. By March and April you will see some shockers on the CPI too. In the meantime, the Fed is signaling something to the leveraged community. There is no TOMO money available, time to get your house in order, and don't expect much help from us on your spread carry trades. bullandbearwise.com