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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: macavity who wrote (7063)	4/28/2004 1:48:53 PM
From: Jon Koplik	Respond to of 33421

Re : "I think the short dollar party is ending" -- my general thought process on the foreign exchange value of the dollar is : On those (frequent) occasions when people whip themselves into a frenzy of "inflation, inflation, inflation" (usually right at the time when prices are collapsing) (like right now, for example ...) and, therefore run the yields up on U.S. Dollar denominated securities (for example -- one can now receive a 3.56% yield on U.S. Treasury 5-year notes, up from 2.62% just a short while ago) then, there is only one logical direction for the U.S. Dollar : It will (of course) go up. Jon.