SI
SI
discoversearch

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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Logain Ablar who wrote (118221)8/24/2001 2:32:53 PM
From: Earlie  Read Replies (3) of 436258
 
Tim:

Differing opinions are what make markets and also interesting discussions. Delighted that you haver posted your views as that is what we all need , especially at a juncture as critical as the current one is.

I will stay with my ultra bearish view until I see changes in some of the following:

-lay-offs start to ease
- real estate (both commercial and residential) resuming their strong uptrend.
- consumer borrowing starting to trend back up again,
- corporate balance sheets cleansed of at least some of the current debt levels (which by the way could happen fairly quickly if "haircuts" become stylish).
-corporate capital spending starting to trend up again
- home re-financings starting to trend back up again
- spread and swaps starting to close up
- truck and ship traffic starting to rebound
airline seat load factors starting to trend back up
- same store sales starting to trend back up
- Japanese banks and insurance companies starting to get back on their feet.
- Asian sales to the rest of the world rebounding
- etc.
The list could be a lot longer Tim, but without at least a few of these types of items starting to turn positive, it remains on a greased slide, IMHO

Best, Earlie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News