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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (28292)	9/30/2007 6:39:51 PM
From: Madharry	Read Replies (1) \| Respond to of 78625

I know we are not a macro thread but after reading barons, it seems likely that we will be seeing more rate cuts over the next year. if nothing else it will make peoples arm adjustments less onerous and make default less likely. it maybe the easiest thing for the fed to do in order to save the economy. i imagine europe will have to enact rate cuts as well in order to prevent the dollar crashing. if that scenario takes place, what is the right place to be?

To: Jurgis Bekepuris who wrote (28292)	9/30/2007 6:47:34 PM
From: Madharry	Read Replies (1) \| Respond to of 78625

I know we are not a macro thread but after reading barons, it seems likely that we will be seeing more rate cuts over the next year. if nothing else it will make peoples arm adjustments less onerous and make default less likely. it maybe the easiest thing for the fed to do in order to save the economy. i imagine europe will have to enact rate cuts as well in order to prevent the dollar crashing. if that scenario takes place, what is the right place to be?