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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (45994)1/8/2002 5:09:52 PM
From: Jim Willie CB  Read Replies (3) of 65232
 
bonds are sabotaged by the Fed with negative real rates
as money supply infusion consequences are felt in coming months, it will not be good for bonds

techs will be risky as heck with Asian deflation winds
profit margins are disappearing
(Detroit cars are just one example to spread to tech suppliers)

the big big money supply Fed infusions will surface somewhere
my guess is commodities: gold, metals, oil

/ jim
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