Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: bobby beara who wrote (42036)	3/19/2002 10:46:31 PM
From: 4rthofjuly007	Read Replies (1) of 99280

>>ya, with consumer sentiment, manufacturing, unemployment, etc turning up after a two year retrenchment, the fed changing bias from lowering rates to neautral, commodities breaking the bear channel from the october 00 top.<< And I don't suppose that the market is pricing the above, is it? Oh yeah, it is>>bigtime. Current Wall St. stock allocation model at historical highs. S&P trading at what is it now? 24X How sure are you that this "recovery" sticks? Are we recovering from sept. 11? Sure. Is the economy still staggering from over capacity in tech and perhaps meandering towards a "double" dip with the consumer leading the way this time? Maybe. With current consumer debt levels and the refi boom done, what is going to keep driving the dow? Is anyone sure that INTC earnings are going to grow from 65 cents to 1.00 by 2003? The stock sure is pricing it that way. A market priced for perfection with interest rates headed up and debt loads maxed out. I agree that there is a time to be long and a time to go short. Guess what time it is.<g>

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