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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: horsegirl48 who wrote (19310)11/25/2000 10:51:27 AM
From: Jim Willie CB  Read Replies (1) of 65232
 
ask your sister in three weeks how they are doing at Saks
never underestimate American's ability to spend on credit
Michigan personal sentiment is still robust

I mention retail activity for economic statistic, not investment
my personal belief is retail activity this Xmas season will be moderate
but wont be as pitiful as many expect
I wouldnt touch the retail stocks
but they seem to contain tiny downside risk
while some large techs still contain much downside risk

/ JW
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