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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (567)	2/24/2004 9:33:01 PM
From: gregor_us	Read Replies (3) \| Respond to of 116555

Several Gold Stars for Your Work on That One, Mish. Man I just do not have the time to dissect everything and when I try I begin to feel washed out. But you have done some really heavy lifting here--putting together the FNM risk which we all learned about last year--and the Chairman's comments.

To: mishedlo who wrote (567)	2/24/2004 10:42:30 PM
From: excardog	Read Replies (1) \| Respond to of 116555

Cliping your quote here..<< FNM has bet rates go higher. They need to do this in case rates go up. If they do not then FNM would be content with what they get, except they are WRONG >> Yet what if they are right and my point is they might have to be right. There may not be any other choice for the fed. Raising short term rates in order to keep from sinking the gse ships could be the only true option. As I was once on the lowering side and not too long ago I understand your assumptions. My opinion has changed with the notion that there is just too much riding on the gse's backs now. A sudden melt down is in no one's best interest. Thanks for the efforts you put in here. Scott