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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 166.37+4.4%Nov 10 3:59 PM EST

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To: Cary Salsberg who wrote (10554)7/28/2002 2:29:08 PM
From: Jim Willie CB  Read Replies (1) of 10921
 
a really good comprehensive econ outlook, NOT GOOD...

gold-eagle.com

warning signals:
- money supply growth slowing
- bigbank lending slowing down
- declining yield spread between shorterm TBills and TBonds
- declining income/consumption ratio
- declining equipment/consumer goods production
- rising consumer debt/GDP ratio
- rising mortgage debt/GDP ratio

conclusion: a big economic slowdown is coming

MY CONCLUSION: ECONOMIC ANALYSIS IN MAINSTREAM PRESS/MEDIA IS SOMEWHERE BETWEEN SHALLOW AND COMPROMISED

funny how Shostak doesnt even find "reduced inventory" as even worth mentioning !!!

/ JW
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