Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (10476)	9/30/2001 1:45:28 PM
From: smolejv@gmx.net	Read Replies (2) of 74559

Re your musings on investing in these times, Jay. I assume you answered with the recovery scenario in your mind. However, I still see one boom happening and its real estate/M3 bubble. That US M3 grew at 40+% annualized lately is a bad, bad sign - I see AG doing a rain dance around the US economy engine, oil cans in both hands, and the damn machine just does not mind his voodoo. Blaming the troubles on WTC catastrophe would be just a short-sighted scapegoating spin. So...there's a bust waiting or possibly already happening. The US GDP results for instance were better than expected for a wrong reason: imports fell more than expected. So if your suggestions mean acting under the recovery sunshine - well...The rain season of earning announcements is htting our shores next week. What I seem to see happening across the board, is decreases in cash flows (tourism, REITs, transport, financials, retail down, fun/entertainment, essentials up). But then again, this is under the Bust scenario. Let us all pray for a nice fat recovery. I dont think there's anything else one can do. dj

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