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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (3356)11/22/2000 1:25:31 AM
From: GST  Read Replies (2) of 57684
 
William: We are close to a resolution of the political standoff -- that is good news. I liked the ruling today because it deals with something tangible -- a Monday deadline. IMO it matters very little which one of the two losers gets to sleep in the White House -- the government will be deadlocked for four years with a slight expansionary bias under Bush. The issue of the economy slowing, which I took great pains to draw attention to in September, is now largely priced into the market. And valuations have come down substantially in most of the sectors where p/e multiple inflation was way out of line. I think the bear case now is more one of momentum -- and that can change pretty fast. Perhaps we don't rally big, but I think the worst is now over. Good luck.
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