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

To: Jim Willie CB who wrote (2329)	3/17/2004 3:35:24 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

yeah, maybe 3.3 to 3.5% on the TENS, then school's out / jw Why not 3.5 on the 30? I am serious. Then I am not sure we just dont sit there as opposed to lights out. We have yet to see serious money flow out of stocks into treasuries and out of junk into treasuries etc etc etc. I do not get all these treasury bears anyway. IF they are right then stocks will get crucified. So what not avoid the agony of treasuries and just load up on Spoos puts if they are that FN convinced. If treasuries get crushed the S&P will get crucified. The advantage of this play is that IF they are right about treasuries they will me 200% right on stocks. But.... Even if they are wrong about treasuries they still could be right on stocks. So all in all, why F with treasuries if you are a bear? Mish