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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.24-2.4%Jan 13 3:59 PM EST
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To: Jim Willie CB who wrote (103009)8/20/2001 2:01:58 AM
From: marginnayan  Read Replies (2) of 152472
 
Thanks for your feedback. It really helps me understand the macro economic picture.

those who mock bond managers forget that they must be expert in analyzing the entire business cycle
they may not have a tight grip on stock sectors
but they have the best grip on the business cycle, stalling tendencies, and recovery likelihood

I will remember that.

watch money supply liquidity rising dangerously
watch the declining USDollar
the former will help stocks temporarily someday soon
the latter will hurt stocks in a more immediate manner

Does this imply that stock market might actually rise sometime in third quarter ?

the smartest among the bunch is Grant from "Interest Rate Observer"

I will book mark his web site, if he has one.

money supply growth (like 1993) is building volcano forces that should be visible in gold stocks soon
but only after a low is rather clearly understood

what is best way to play this? Individual gold stocks, a gold mutual fund or physical gold. The way I understand is that it is not a good idea to buy gold stocks that use hedging.

GreenBoink's rate rise in 2003 would pinprick goldbug inflation expectations
but would revive a flagging USDollar (rates are akin to dividends)
and would stall any stock major average recovery (like 1994)

So when do you think will there be any meaningful recovery, if at all there is one?
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