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


To: patron_anejo_por_favor who wrote (831)2/27/2004 3:20:32 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
Why the Bears Are Wrong

Yes, valuations are high against historical yardsticks, but profits are strong, and productivity is booming. This time, it really is different

businessweek.com
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No doubt everyone here is relieved to know that This time it REALLY is different!

Mish



To: patron_anejo_por_favor who wrote (831)2/27/2004 3:22:26 PM
From: mishedlo  Respond to of 116555
 
Dollar Ben, the gambler's friend, strikes again!<G>

I had a great week in Euribors and Eurodollars.
A tip O the hat to $BB and $Easy Al.
Eurodollars going out at week's high. Euribors just off it.

M



To: patron_anejo_por_favor who wrote (831)2/27/2004 3:23:41 PM
From: ild  Read Replies (2) | Respond to of 116555
 
Why yields are down if Q1 GDP and Feb Consumer Sentiment all revised higher, and Feb Chicago PMI is also better than expected? I'm lost. Someone please help me.

EDIT: I'm not asking why CFC is up $4. I understand that. -g-