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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (9495)	11/4/2001 10:54:47 PM
From: Mark Fowler	Read Replies (2) of 57684

Listen my take on this is the markets bottom first, 6 to 9 mos. ahead of the economy, could be the reason why the bad news is being ignored some to a point. i do expect that our economic news will get worse over the next two qtrs. minimum. It'll all be interesting to see just how long and well the markets will hold up in the mean time. A big Problem is i don't think anyone really knows for sure how long or deep this recession will linger on or whats going to happen politically. There's one thing that i have yet to see much of from this administration is a proactive response on the economic front or the war front, however, maybe that'll change -- just don't hold breath waiting for it to happen.

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