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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Earlie who wrote (118005)	8/24/2001 11:10:55 AM
From: Logain Ablar	Read Replies (2) of 436258

Earlie: You and I are starting to differ here. At least right now I don't see the economy getting as bad as I thought earlier in the year. I assume its more the drop in energy vs. the tax rebate BUT unless we continue to see layoffs (I thought we would peak in May, wrong of course) I think the economy bottoms in August. Not saying we see robust growth but we don't see the continued drop (of course we can still have selected hairballs like GTW). No guess when growt resumes and of course we can have another drop but IMO not with the Fed cuts, tax rebates and energy drops filtering into the system. I started deploying Wednesday on the long side (now 50% invested) in small caps that IMO have reached enterprise value (note I lost money earlier on trades on a few of them). There actually are stock trading for less than net assets (not saying the AR and inventory are solid but I'd rather pay $3 vs. $80 and the companys are not going out of business) No longer in gold shares (sold too early). clown tim

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