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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Earlie who wrote (139969)12/22/2001 10:33:21 AM
From: Knighty Tin  Read Replies (5) of 436258
 
Earlie, Welcome back. We are very happy to see your extremely bullish comments. Are they calling you Abby Jo's love child now? <VBG>

It is amazing, though not at all a new experience (I must be easy to amaze) to watch tech stocks soar above 9/11 levels while the cos. businesses hit the tank. And the tank isn't going to take it much longer. <g>

The entire finance/low interest rate/housing scamarama seems to be near the end of its game. With Fed Funds at 1.68%, there is not much more beef here to be found.

While you were gone, we had a nice discussion here and on the clown thread about Roadway and goods transport in general. My feeling is that you are missing the cost side of the equation. They can hire cheaper, unlicesed drivers to drive the trucks with so many layoffs upon us. And, paying almost nothing for fuel makes the cost side dirt cheap. What does it matter that they have no loads in the trucks? <g>

I have been a bit leery on the long puts side because as soon as they capture Osama or find his body, there will be a huge rally. That day seems to have been postponed indefinitely.

It is amazing how many cell phones are out there when they work for crap. I guess that is the world Bill Gates has given us. It doesn't have to work. It just has to be there. Or was it Kevin Costner in "Field of Dreams?"

So, welcome back to the wonderful, zany world of SI.
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