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

To: mishedlo who wrote (3449)	4/2/2004 1:40:28 PM
From: Haim R. Branisteanu	Read Replies (3) \| Respond to of 116555

well know issues so what after all who cares - the banks still lend and no one cares how to pay back - it is packeged in MBS and other type of obligation and then put in every one pension plan or insurance policy

To: mishedlo who wrote (3449)	4/2/2004 5:15:10 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 116555

<<it is probably reasonable to assume that most of today's knee-jerk market moves after the jobs report will be reversed. the devil is in the detail, or put another way, it's in the 'quality' of the report. 230,000 jobs added in health care and education, but ZERO in manufacturing? this sounds almost like a net negative for the economy at large ( i.e. no wealth creation )>> Definitely agree with the Austo-Commie on this point. I unboxed shorts in F and MBI near the close today. I did trim a small chunk of VGZ, looking to redepoly in the next week or so.