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Strategies & Market Trends : Drillbits & Bottlerockets
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To: Jorj X Mckie who wrote (10367)5/9/2001 12:02:59 AM
From: John Pitera  Read Replies (1) of 15481
 
there's a bit more at work than the energy monster...it's the Capex spending monster.... I wish you had seen
Susan Byrne's charts this morning on Squawk Box, she showed how far out of the normal range tech
Capital spending still is , and also how low Energy Capex spending still is.

the long end of the bond market is already starting to wonder about inflation coming back on both a
domestic and global basis.
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