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


To: ild who wrote (23529)12/17/2004 7:06:44 PM
From: ild  Respond to of 110194
 
Fed Focus
Paul McCulley | December 2004
Confessions of Optimistic, Principled Populists
pimco.com

Emerging Markets Watch
Mohamed A. El-Erian | December 2004
No Time for R&R
pimco.com



To: ild who wrote (23529)12/17/2004 7:18:45 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 110194
 
GSS looks very interesting here....I may pick up a piece next week.



To: ild who wrote (23529)12/17/2004 8:09:13 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
I am out of the gold stocks. I am quite sure I will be able to get them considerably cheaper before long, regardless of any short-term bounces.



To: ild who wrote (23529)12/17/2004 9:01:58 PM
From: ild  Respond to of 110194
 
Global: How to Fix the World

Stephen Roach (New York)

morganstanley.com