VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: limtex who wrote (39152)	7/17/2001 8:49:48 PM
From: Jim Willie CB	Read Replies (6) of 65232

Infineon and views of '02 contain as much guesswork as... weather forecasts more than one week forward whether I will wear boxers or briefs after incontinence sets in whether Mick Jagger will wear "to the left" or "to the right" next time on stage agreed on no signs of economic revival 2H Recovery was a sales tactic by entire investment community one which could not be refuted with confidence, reliability, or proof I repeat Mr Greensnot's entire raison d'etre is "to avoid inflation" he has succeeded last I checked the FedFundsRate was 30-35 bpt above the 3-month TBill yield so watch for another 25 bpt rate cut in about one month when they meet enough echoing each other's views when do you realistically expect a growth uptick in the US GDP? specifically, when do you expect a qtrly uptick of say 2% GDP growth? I say Q2 in 2002 what say ye? come on, commit, guess, take a stand I knows you are a bear's bear but you are a shining bear who saw this coming long ago I say the key signals are for a jumps in junk bonds and jumps in both semiconductors and their equipment brethren stocks of course, confirmed by bank sector at regional level those signals are NOWHERE in sight by next winter, we will be 9 months from the middle Fed rate cuts most people are focusing on the beginning of rate cut season in January I believe that reasoning is faulty because the yield curve was inverted by 200 bpts the first 100-150 bpts by Inept Greenspasm DONT EVEN COUNT they merely eradicated his horrendous errors in judgment thanks, Jim

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