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To: Copeland who wrote (23379)	3/4/1999 11:45:00 PM
From: Lucretius	Read Replies (2) \| Respond to of 86076

Like I said, I feel certain Bill and co will doctor the number and it will be great and the bond mkt will rally initially, but then nature will take its course and we roll over. If the bond mkt is in a bear, that's the wway it will work... if we do not roll over in spite of the news, this is just a correction in the bond mkt. I think the bond has made a major top. There are more sellers than buyers... period. If I were a seller and knew Herr Klinton was going to doctor the number up real nice and all the suckers would pile in long (most are already long cause they got advance word of it or just think the bond is sold out) I would wait till all the clowns were tripping over themselves to buy and then sell into them and get the hell out of my leveraged position. Trust me, LTCM (which is still out there) is not the only leveraged player in the bond mkt which is hurting.