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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (51026)	6/16/2004 8:22:55 PM
From: Cogito Ergo Sum	Respond to of 74559

Jay, RLI you have been doing your homework... I think we are still far off 18% treasury yields... Room to move ... still... One of my little sisters ( a higher (VERY HIGHER) up) at a Canucky steel company mentioned to me that China was abating but India was starting to burn up and thought commodities still look good (I've not read the latest Faber or Coxe though yet..)... Maybe I better check with tooearly... BTW I've bids on some of those higher RLI issues but I crave 17% ... at least above 16%... so far so good... The US economy doesn't want to die... Anyone know how to find out just how many folks are overextended... maybe total dollars is less meaningful than total folks... Kastel