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Non-Tech : The Critical Investing Workshop

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To: Eski who wrote (2528)2/4/2000 2:45:00 PM
From: Jim Willie CB  Read Replies (1) of 35685
 
Galvin does not cover any specific stocks
he is an equity strategist with focus on megatrends
he works top-down, unlike stock analysts who cover issues
he has no axe to grind, not trying to pump up "his issue"
strategists have a much greater accuracy record year after year

I noticed in your reply that you gave zero credit to Galvin for his bold and courageous call in early October... at that time, all stock indexes were under severe pressure, and he bravely made his MeltUp call... he was right, and you didnt acknowledge that this "IDIOT" got it right on the mark

nothing goes up forever, but until...
a. BabyBoomers retire
b. new revolutionary technology peters out (e.g. wireless, fiberoptic)
c. the internet taps its full potential
d. plentiful labor is available in post-communist times
e. all continents are simultaneously firing on all cylinders

WE RALLY, AND PRIMARILY IN TECHNOLOGY
join this high growth sector, or weep
it wont go up forever, but 3-4 more years is a blip on the geological screen

take care, Jim
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