VOLTAIRE'S PORCH-MODERATED Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Annette who wrote (39123)	7/17/2001 2:16:47 PM
From: Jim Willie CB	Read Replies (2) of 65232

as the new recovery climate emerges next year, and as we face a slightly higher nominal inflation rate, I see bigger firms badly exposed before long the smaller more nimble firms will eat away at their customer base they will make better and faster decisions they will take wiser risks, and prosper the much vaunted productivity gains will continue to a lesser degree and bigger companies will have more trouble implementing them from an investment standpoint, this means extra stress on the bigger firms I see much of S&P perhaps NOT keeping up but SmallCap and MidCap will grow handsomely this is a point made clear by Stephen Leeb of Personal Finance one sharp cookie check out the freeby on www.pfnewsletter.com he expects inflation rate of 4-6% steadily throughout this decade it will become clear ONLY after the recesssssssion ends and the recovery begins he calls it the beginning of The Era of Shortage California power blackouts are the birth pangs of this era inflation will be its hallmark turning a profit will become much harder across the spectrum I agree 100% some really smart friends disagree with me and Leeb they think productivity gains will continue and offset but I think we are very soon to see real material shortage and energy shortage and fuel shortage and land shortage and water shortage and maybe even food shortage prices will reflect these shortages, as costs are passed down we will see / jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next