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Politics : Dutch Central Bank Sale Announcement Imminent? -- Ignore unavailable to you. Want to Upgrade?

To: PAUL ROBERTSON who wrote (382)7/22/1998 8:51:00 AM
From: Bill Murphy  Respond to of 81414
 
Paul,
I enjoyed your thoughts immensely and could not agree more about most of it.
It is that kind of insightful commentary that has inspired an idea for me that I will bring to your attention next week. I would like people all over the world to hear such as you just conveyed to me.
Wonderful stuff.

Bill



To: PAUL ROBERTSON who wrote (382)7/22/1998 10:10:00 AM
From: Crimson Ghost  Read Replies (1) | Respond to of 81414
 
Paul: Agree that bonds look good right now, but doubt this will last much longer. I agree with Bill that those expecting the Asian depression to intensify from here are likley to be disappointed. Also the commercials are massively short bonds at this time, while the specs are hugely long. I doubt if bonds yields will be going under 5.5%, and 6% is a good bet by year-end.


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