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Sure is. You've been well out front on this one, it only remains to be seen
how it all shakes out. I am, however taking the bond situation seriously
enough to shift investment positions into the shorter end of the yield
curve. Long term I still think rates may head down but something just isn't
right here and I'm not going to fight it.
Earl
-----Original Message-----
From: Stewart Taylor <staylor@xxxxxxx>
To: eadamy@xxxxxxxxxx <eadamy@xxxxxxxxxx>; RealTraders Discussion Group
<realtraders@xxxxxxxxxxxxxx>
Date: Tuesday, December 15, 1998 7:47 AM
Subject: Re: MKT Equities and Bonds looking down
>Bonds haven't reacted very well to a ton of promising fundamental junk...
>good numbers, huge weakness in the CRB index and industrial materials
>(Crude) and much weaker shares. I have seldom made a lot of money bucking
>the commodities trend when trading bonds so I am having a lot of trouble
>taking more than swing or trading turn shorts, but the poor reaction to
>very good news is a clear problem.
>
>
>
>
>
>Stewart Taylor
>Taylor Fixed Income Outlook
>Voice: 501-219-9774
>Fax: 501-228-0963
>E-Mail: staylor@xxxxxxx
>Web Site: http://www.cei.net/~staylor/
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