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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (25496)	12/16/2000 2:21:10 PM
From: Catcher	Read Replies (1) of 65232

jw, kudlow continues to appear to be right on target (imho). he has held the position outlined in that article for several months at least. now it is clearer than ever that he is right. it is now easier to list troubled sectors & major companies that have not warned than it is those that have...auto makers, major retailers, banks, techs...even clorox. it may be the effects of the last rate increase are not yet felt. now we have to wait for indicated rate decreases so unfettered gents on the fed can allow themselves to appear wise & in control. greenspan attracted a lot of attn with his irrational exuberance comment 2 years ago. he is intent on proving he is right

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