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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (21137)	11/1/2004 4:54:06 PM
From: mishedlo	Respond to of 110194

Long term it is irrelevant who wins. Short term it is hard to say. Kerry might lead to protectionism. I have always maintained the economy is going to suck no matter who wins. I do think there could be a reduction in the oil fear premium if Kerry wins. How the market reacts tho that is debatable. Right now treasuries fall and the US$ rallies when oil goes lower. Treasuries rally with a falling US$. Stocks are just all over the place. I guess I am calling short term action a crap shoot. Longer term I do think Russ and I have similar views on things it's the intermediate view where we differ dramatically. Regardless of who wins, I thin a lot of stimulus will be removed next year. Probably more so with Kerry who will (hopefully) be trying a lot harder to get us out of Iraq. Mish