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To: Knighty Tin who wrote (283548)	4/10/2004 2:32:15 PM
From: ild	Read Replies (1) \| Respond to of 436258

Does the Big Selloff in Munis Spell Opportunity? By JENNIFER ABLAN ... Jim Lynch of lynchmunicipalbond.com, however, has a different take. He says investors should be "patient," to use Greenspan & Co.'s current parlance, and wait for even higher yields. "Munis as well as U.S. government bond yields aren't factoring in the ever growing federal deficit, the huge amount of U.S. government bonds to be sold and our reliance on foreign investors to finance our deficit," he says. "Municipal-bond investors should stay on the sidelines and wait for the ever expanding bond market bubble to explode with much higher yields." online.wsj.com

To: Knighty Tin who wrote (283548)	4/11/2004 3:09:01 PM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 436258

Thanks. I read the latest crop report and want to be as far out as possible. According to the report, blossoms are indicating a bunker crop later and current harvest is running 20% above last year. Barring hurricane damage, I don't see much that will push prices up short term. I may wait another few weeks due to TA reasons and then buy some LEAP calls. Maybe we will get lucky and we will get a hard frost this fall. LEAPs should provide Margin like leverage without the margin. -ggg- Any opinions on Brazilian Bonds? Do you see sizable risk due to the junk going on in Venezuela and Chavez or do you think Brazil is now all about China trade and may be immune to the Venezuelan mess? Thanks again and Good Luck, Lee