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Politics : High Tolerance Plasticity

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To: jim_p who wrote (10162)	11/1/2001 9:48:56 PM
From: kodiak_bull	Read Replies (1) of 23153

Jim, You know, one of the problems of being an investor is you get used to your own point of view, it's almost as bad as getting married to the market. You seem pretty bullish here, and I don't yet have that feeling. I'm willing to re-evaluate my point of view, but I'm just curious. Do you see this as the beginning of a real rally or simply a liquidity rally? I know your POV is that the market is looking out 6-9 months and therefore looking beyond our current crapola economic/security life, but even when we look out 6-9 months, I fail to see anything particularly rosy in any of our favorite sectors. I'm as happy as anyone to be a bull in a bull market (my name includes el toro), but I don't see any reason to be bullish just yet. So, is it real or is it memorex (liquidity)? Kb

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