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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (37458)6/4/2001 11:14:04 AM
From: Jim Willie CB  Read Replies (6) of 65232
 
several nations already in a recession
US not there to pull them out yet
meanwhile US exporters see troubled customers abroad
get ready for worldwide recession
in unison

this time, "once realized, halfway thru it" wont apply
post-Y2K effect still in force with overcapacity

drunk driver AGreenShort's policies will lead to some demand push by the end of this year, maybe by Christmas

Dem-watered down tax rebate checks will be smaller than originally hoped for, which will aid in demand by September

about enough money in people's pockets to buy school supplies and a pair of pants, not much else
well ok, and a pair of shoes

so buy Staples, WorldWide Pants, and Thom McAn stock
/ jim
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