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Non-Tech : MWD: Morgan Stanley Dean Witt.
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To: Maurice Winn who wrote (2)8/5/2002 8:29:23 PM
From: Wyätt Gwyön  Read Replies (1) of 10
 
Maurice,

i won't stop you from shorting MWD. but i wouldn't do it based on your assessment of Roach's assessment of Greenspan. Roach is a very bright guy and worth reading.

you should know that he is a lot more intelligent and nuanced in his analysis than you seem to give him credit for.

also, Greenspan is a complete idiot. obviously there was the madness of crowds, but if you want to understand why the bubble happened, you have to understand the importance of easy Credit and greenspan's role in making that available. imo he has a good chance of destroying the dollar and reviving inflation, which Volcker had worked so hard to control.

i don't really have an opinion on MWD as a short candidate.
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