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Strategies & Market Trends : Don't Drink the Kool-Aid Kids
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To: Poet who wrote (542)5/8/2001 2:02:38 PM
From: John Pitera  Read Replies (1) of 1063
 
Hi Poet, One thing to remember is the market will discount and "look past" a recession if it's short, but
the valuations are still pretty high.

Susan Byrne the manager at Westwood, was on cnbc's squawk box this morning. She had some great charts on
CapEx as a percentage of the economy this morning and Technology Capex relative to it's 10 year range, and
energy Capex and it's 10 year range, it still looks like we are coming down out of an excessive expansion.

shorter term, we could trade higher into the Fed week, the trading is hard to gauge currently.
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