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To: McNabb Brothers who wrote (25096)	12/14/1997 4:18:00 PM
From: Paul van Wijk	Respond to of 176387

Hank, >> As far as deflation, what really scares me is sure I think we >> are having wage inflation, but companies are having a very hard >> time in passing along those cost to consumers! >> The Asian countries will export deflation to us and we are >> having wage inflation and I'm betting it can not last long >> with both forces working against one another! I hate to admit it, but I'm afraid you are close to the truth on this one! Would you please go short on DDIM again, I will go long on it soon. Paul, bear jr.

To: McNabb Brothers who wrote (25096)	12/14/1997 8:01:00 PM
From: Beachbumm	Read Replies (1) \| Respond to of 176387

Since my premise is that short rates will rise in '98, the thing I'm trying to get a handle on is whether this means we'll have a flat yield curve or long rates will rise so that there's still some "curve." My bet is that the long end will rise but not enough to ruin the party. I am not a bond bull. There is no reason for the dollar to be strong given our huge current accounts deficit. I think we are having this "flight to quality" thing. I know STEI well (I'm from New Orleans). I owned it for a while but got bored. It wasn't good for trading. If times do get hard, more people may do like my family: my cousins, uncle, and mother all went or are going to the med school. No fuss, no muss. And no profit. Talk about eliminating the middle man! Good luck. Beachbumm