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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (10219)	8/6/2004 9:14:45 AM
From: russwinter	Respond to of 116555

I'm not complaining about the effect of this number, as I'm short stocks, long metals (flat rate plays, except for my financials shorts). Should be a fantastic day for moi, but I admit considerable confusion about these big bond rallies, as I see these numbers as highly stagflationary, although in time the stag portion may be too kind. And if the USD fades fast the inflation will get even worse. And now the Fed's bogus productivity gig is up too. I think we we're at a critical junction and just can't see why jumping into USD dominated Treasury and Mortgage debt is the answer to what I see as an inflationary bust.

To: mishedlo who wrote (10219)	8/6/2004 9:15:51 AM
From: loantech	Read Replies (3) \| Respond to of 116555

<Those job numbers back in April and May were huge lies IMO> Mish why would they do the big lie then instead of now? Of course I think the big lie has been going on all the time not just a short period.