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To: The Duke of URL© who wrote (178812)	7/22/2004 11:54:16 AM
From: AK2004	Respond to of 186894

Duke Wow, I did not understand a word you said. :-)) I was curious enough though to check "The Yield Book" for treasury curve shifts. Seems like over the 30-day period the rates with maturities 10 (mortgage index) and above went down by about 20bp. Over 60-day period the rates went down by 30bp. And about on par with rates as of 90 days back. I'll leave it up to you to interpret the results.....

To: The Duke of URL© who wrote (178812)	7/22/2004 11:56:46 AM
From: The Duke of URL©	Respond to of 186894

Of, course, the contrapostive of that post is that those companies that generate cash flow, regardless of the state of the economy, will have a substantial advantage if the money supply tightens. This is Warren Buffett's theory. He used See's candy and Coke to generate cash in tight times. I refer this as the "Yes, We Have No Bananas" syndrome. After a song that was popular in the 1930's. And for historical accuracy, only: :))))) niehs.nih.gov Be sure to book mark this linc, we all may need it later. :))