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To: Knighty Tin who wrote (279068)	3/6/2004 5:44:11 PM
From: Michael P. Michaud	Read Replies (1) \| Respond to of 436258

nice review, thanks again, mike

To: Knighty Tin who wrote (279068)	3/6/2004 6:30:50 PM
From: mishedlo	Read Replies (2) \| Respond to of 436258

5. An interesting piece on what to do when the Fed has to raise rates this year. Nice list of potential short industries. But, since I rarely short I-shares, I'll have to pick out the real losers on my own. People betting against this have made a KILLING. I was on the right side of the slaughter big time on Friday. No chance of a rate hike this year. My odds of a a cut begfore a hike went from 50/50 to 75/25 on favor of a cut first. Mish