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


To: ild who wrote (11127)4/1/2004 7:28:58 PM
From: Jim Willie CB  Respond to of 110194
 
Fed under Greenspasm has long history
wait until symptoms are present
ignore all preliminary warning signals
be very very slow in changing policy
ignore more signals and all advice
watch the damage
then call it unavoidable

this Fed is pathetic
we have strong widespread reports that deny that price inflation will stay low
which undermine govt reporting statistical systems
official stats might have to be massaged forever

CPI will be the last place inflation shows up
it is coming

for those needing a jog in memory...
Greenscheiss ignored many warnings in 1999
he kept the money flowing, while he took regal bows
then came the bust
which of course, he called unavoidable

/ jim



To: ild who wrote (11127)4/1/2004 8:03:40 PM
From: ild  Read Replies (1) | Respond to of 110194
 
amgdata.com
Flows: Mar 31
Small Cap Growth/Value funds report inflows totaling $1.1 Bil, the largest inflow to the sector since 5/1/02;
International Equity funds report inflows ($838 Mil) to all Developed and Emerging regions;
Technology funds report outflows for the ninth consecutive week;
Taxable Bond funds report inflows of $151 Mil with inflows to Flexible funds ($222 Mil) and International & Global Debt funds ($102 Mil) mitigated by outflows from High Yield Corporate Bond funds (-$173 Mil) and Government Bond funds investing in Mortgage-backed securities (-$158 Mil);
Money Market funds report outflows totaling -$30.6 billion;
Municipal Bond funds report outflows of -$79 million.



To: ild who wrote (11127)4/1/2004 10:42:33 PM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Besides the sky high prices paid component, notice the continued difficulty building inventories.