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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Softechie who wrote (7553)11/23/2001 3:40:12 PM
From: LTK007  Read Replies (1) of 99280
 
yes i agree with your statement--the question is how long the mortgage re-financing bubble will manage to keep the consumers spending--all is thin ice now,and it is hard to say when the ice breaks---i am just playing this from month to month now as the intangibles are many and no one actually knows exactly what is what:) it is a matter for constant Due Diligence,right now,in my view.
But the biggest miscalculation going on,imo, is the rampant chatter the anti-terrorist war is over,people refuse even to listen to what the pentagon is saying over and over and over--which is basically "first Afghanistan and then we move to the next phase".
When General Myers says the U.S. plans are the biggest plans that have been developed since WWII ,i can,in fairness,i feel,say,all is not over by any means.Max
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