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Strategies & Market Trends : Waiting for the big Kahuna
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To: William H Huebl who wrote (41380)7/6/1999 6:31:00 AM
From: Skeet Shipman  Read Replies (1) of 94695
 
Hi Bill,

NITW

May I suggest you qualify your projections on your site beyond one week with letters: p - preliminary, cg - calculated guess, g - guess, wg - wildass guess. Or you could use the primary initials of the primary indicator you used: v - valuation, m - momentum, s - sentiment, etc. Of course there is htpsd - had to put something down. Most of the market letters should have NITW printed across the top of almost every page. I wish once I'd see some market Guru just say “Nothing important (worth reading) this week.”

Projections Sketched In Sand

Demographics paint with a wide brush in semi-log scale, a picture whose details change with time. Cohort economics is like an architect's ruff sketch rather than his blueprints. I would have more confidence in it if I could either reproduce it's results without fudge factoring or if it's projections hadn't shifted with time. Any marketing department will tell you it is an underling basis of their growth strategy.

Ostriches Have Heads In Sand

I don't know how long we ostriches will keep our heads in the sand or what we will see when we lift them up. Wildass guess - interest rates relatively unchanged and earnings not quite as good as touted (when compared to last quarter). My indicators (which are running a close second to the lava lamps) point to reserved optimism.

Skeet

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