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Alias Born 08/11/2001

Re: Zeev Hed post# 301250

Saturday, 09/25/2004 10:28:22 PM

Saturday, September 25, 2004 10:28:22 PM

Post# of 704044
Zeev,

When I look at the $TYX or the TLT, which you trade, it seems to tell me that the market is expecting a recession to start late in the first quarter of 2005 - falling prices, weaker dollar, and weaker gold.

Is this consistent with your timing of your economic model? I haven't seen this discussed lately.

Regards,

Swampcracker

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