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

To: Box-By-The-Riviera™ who wrote (24640)	1/14/2005 2:40:22 AM
From: mishedlo	Read Replies (1) \| Respond to of 110194

#1 Yes I do have his permission to post his emails #2 No I do not agree with everything he says #3 You are defending LP for disagreeing with Heinz when if I am not mistaken you actually went so far as to ban me from a board because you thought I was doing that #4 When it comes to rudeness you were totally banned from SI for how long was it? That does not excuse me, just pointing out a pot calling a kettle black. #5 I will say what I have to say to LP in private in a calmer moment and people piling on are not necessarily helping matters any #6 Whether or not Heinz knows my opinion or not on anything is not that relevant. That said, I believe he knows a great deal about my beliefs. #7 I have been talking about things like short sterling for months and have not heard Heinz talk about it at all until I brought it up to him. Thus we do have different things we focus on and in different ways. #8 When asked questions about what he thought, when I answered (not very frequently) I made it clear when I was guessing about what he might say. The few times I have done that I sent my responses to him for clarification and posted the replies. If he had a problem with anything I believe he would have pointed it out. #9 He probably can change his mind far faster than I can or you can or anyone else on this board. But the criticism of him was along the lines of calling him a broken record or using circular arguments or whatever (I forget the exact phrase now) as if we have not heard the "what if Japan sells treasuries" 4,863 time this past year. That said, both Heinz and I were wrong about how many hikes the FED would get in before pausing and reversing. It will not be either the first or last time that either of us is wrong. We both agree there is a chance that a $ blowup could blowup treasuries. We both think the possibility is remote for now. #10 I would rather have Heinz here to answer questions directly. So would everyone else. But If I am not mistaken people like seeing responses to our emails. I could just as easily, no make that FAR MORE EASILY, not share them. The reason he stopped posting on SI was the time constraints, agruments, and repeated rehashing of things. I sure understand that problem. I have not slept much for days now trying to post relevant data to two different boards (Here and on the FOOL) and perhaps that explains things. Here it is 1:30AM again and I am dead tired. Yes I can get very cranky on no sleep. #11 Yes I do need to lighten up. #12 Yes I do take myself too seriously. That was in fact your best point. I need to calm down. Thanks.