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Non-Tech : The Critical Investing Workshop

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To: Jim Willie CB who wrote (8209)3/20/2000 1:18:00 AM
From: Jim Willie CB   of 35685
 
positive: bonds rallied prior to Fed Meeting this week

that hasnt happened in about 4-6 months
VERY SIGNIFICANT

favorable spin is returning from Houses
they be ready to rock & roll soon
regard the Dow rally last week as a corrective reflex rally on quasi-bear market so far this year

Dow is down 7.8% AFTER last week
S&P is down 0.3% AFTER last week
Naz is up 17.8% AFTER last week
DOW SUCKING WIND, NOTHING HAS CHANGED

big economic news upcoming:
Thursday -- US trade deficit
Friday -- durable goodness

anybody read the ominous Bearons cover article on internet stocks?
so so many have critical burn rates sending them toward the abyss
we got a shakeout coming this spring & summer

prediction: AMAZON goes bankrupt before y2002

I see internet stock funds finding their way to nextgen techs
e.g. QCOM, other leaders

from the profitless highriders to the profitable future leaders

watching this ebb & flow from QCOM & ELON

/ Jim
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