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To: Sarmad Y. Hermiz who wrote (8890)	4/28/2004 12:50:38 PM
From: Sam Citron	Respond to of 13403

OT it's just interest rates I'm not convinced. First, I thought the refi boom was already pretty much over. Hasn't everyone who wanted to refi, already done so? I thought that stocks historically don't start hurting until the third consecutive rate hike. let's hope for a good labor report on Thursday Won't a good labor report pressure interest rates even further? I think the geopolitical situation may be having more of an effect on investor's spirits than you might realize. Sam

To: Sarmad Y. Hermiz who wrote (8890)	5/5/2004 9:16:35 PM
From: Sam Citron	Respond to of 13403

OT really it's just interest rates Inept politicians a financial threat Commentary: Optimism tested when leaders can't be trusted cbs.marketwatch.com{74F92101-B983-430C-97F9-E07E7443A2CD}&siteid=bigcharts&dist=bigcharts&

To: Sarmad Y. Hermiz who wrote (8890)	5/6/2004 2:54:41 AM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT Sarmad I am asking myself a question I have never previously pondered in my 35 years as an investor: In what denomination should I hold my assets? If Thomas Friedman's observation in today's NY Times that "I have never known a time in my life when America and its president were more hated around the world than today"* is accurate, is it really any wonder that those in other nations should be somewhat reluctant to buy American securities at this time? I'm worried they may even start to boycott American-made goods. This comes at a time when, due to our huge deficits, we are more dependant than ever on the good grace of foreigners. * nytimes.com I hope I'm very wrong about all this, but am afraid that the financial effect of all this animosity toward America, and our perceived loss of moral leadership could be worse than even 911, which, if anything, initially brought so much sympathy for the US. So I have decided to stay mainly in cash until I see how the election turns out. The question is what currency or denomination assets? Appreciate any input, especially criticism of my assumptions and reasoning. Sam