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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: JRI who wrote (22681)12/7/2000 3:05:22 PM
From: jcky  Read Replies (1) of 65232
 
JRI,

That is why I'm less concerned with waging pressures as the slowing economy should, in theory, ease the tight labor markets.

And you are correct about the oil situation. I'm with you on that one.

Where we differ is on the strength of the US dollar. I'm not quite as convinced the US dollar can continue to defy gravity in the face of a slowing US economy. Of course, this is all just an opinion.

Regards,
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