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Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?

To: SouthFloridaGuy who wrote (270)	2/22/2007 7:15:02 PM
From: Bid Buster	Respond to of 1718

"My view on equities will change if Fed raises rates past 6%." Do you really think the overnight rate wins out over market forces on the long rate? The BOJ rate hike a couple of nights ago may have been a bit of a speed bump in the carry trade thus I think long rates will continue to rise. Along with other economic macro's I won't get into now I've swung more bearish this week.

To: SouthFloridaGuy who wrote (270)	2/23/2007 1:46:09 AM
From: John Vosilla	Read Replies (2) \| Respond to of 1718

This guy has been and will always be bearish. Mish's sidekick I think.. What a call.. Message 18661919 That said I find the new wave thinking by the 'elite' on Wall Street these days quite frightening. The likes of folks like Tobin Smith, the flip side of the eternal doom and gloomers. globaleconomicanalysis.blogspot.com Both sides wrong IMHO.. No new boom underway, no depression just two pullbacks between now and October with one being severe but the market ends up for the year anyway.. Housing gets much worse but doesn't take the economy down.. Purchasing power of your dollar continues to shrink.. A lot hinges on interest rates.. Either the short or long end above 6% due to dollar, inflation or currency issues and watch out..