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Strategies & Market Trends : Take the Money and Run

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To: AugustWest who wrote (12956)	8/5/2002 11:00:58 AM
From: Dave Gore	Read Replies (2) of 17639

Like I said, he is more conservative (i.e. is anybody more conservate than ol' AG?), but mainly I just don't see a double dip because we've never seen a recession when interest rates and inflation were anywhere close to this low. If the housing bubble bursts, I'll change my opinion, but I don't see that either at least for the next 18 months and by then the economy will be doing much better again anyway. Again, things are EXPANDING ---- even in tech the Book To Bill is up for 7 months in a row to 1.28 and the ISM is well above 50 (which indicates expansion). Cap Ex will increase in 2003. A new computer lease cycle will hit and the gov, is dramatically increasing their security spending by 35% in 2003. That alone will help dramatically. Double dip? ---- Nah, it won't happen.

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