VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: DiB who wrote (34169)	3/20/2001 2:33:42 PM
From: stockman_scott	Read Replies (1) of 65232

IMHO this will NOT be Greenspeak's last cut... He FAILS to look at real time data and he still is behind the curve. Consumer and Corporate confidence are tied to the health of the markets. This is NOT rocket science. I would expect more poor corporate earnings and additional data to force the FED to make INTER-meeting cuts...Kudlow makes sense...Industrial Production has declined 6 months in a row and the risk of recession is increasing...The yield curve is still out of line -- it's not normalized yet. Greenspeak's too conservative -- look at the way he dresses <G>....Just kidding. What he does in the next few months will be critical and watched VERY closely by the market. Best Regards, Scott

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