Replies to post #282204 on Zeev's Turnips Patch-No Politics (ZEEV)

[choad]

Zeev, maybe the inflation comes before the deflation, comments? It appears that much of todays conversation centers around the possibility that the fed is not really prepared to battle inflation with guns ablazin'.

[Mole1]

Zeev, Am I correct in understanding that you think HAUP will earn 0.13 EPS this quarter? Does this include any non-operational stuff?

TIA

[onesevenus]

Zeev, short term rates are very important for a lot of businesess. Comercial Paper Market Volume for maturities between 1-105+ days is over 100B $US, where 60% of that volume is 1-4 days. (average daily issuance)

Those rates are obviously very important to Finance industry, as well as for all companies doing extensive international business. The reason being is that they represent an immediate cash out/in flow, and they "may" have a sigificant impact on some businesses.

[michalel97123]

"By the way, CSCO and NMS have little impact so far on Asian markets, they are uniformly higher"

This is not the usual reaction. Perhaps this signals something possitive for later today in the US.