MARKET INDEX TECHNICAL ANALYSIS - MITA Message Board

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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA

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To: J.T. who wrote (15915)	1/29/2003 5:40:31 PM
From: yard_man	Read Replies (1) of 19219

>>And as long as the war drums keep beating without resolution light at the end of the tunnel, there will never be capital build-out<< JT are you saying that the only reason that businesses are holding back on new capital investment is because of Iraq??! Could it be that capital investments are simply made on the expectation of recvng a return on investments and that those expectations are not very high -- sans any considerations of Iraq?? Let's take autos for instance -- not a lot of capital investment being deployed there -- is it because of Iraq or because the companies have a clue that 0% an other incentives have already pull the next three years demand forward so that only lower prices and more incentives even have a shot at inducing more purchases?? And what about semi chips? How does war have anything to do with whether or not these folks can make a profit or not and whether or not they are going to make capital investments -- surely you don't believe that capital spending will pick up again just like that as soon as Sadam is removed?? We've had 12 rate decreases and capital spending has not picked up -- it continues to be cut -- while consumers continue to spend -- could it be that something else is wrong?? Could corps be starting to think about repairing balance sheets and simply surviving what they know will be a protracted downturn?? And what happens when individuals think about balance sheet repair?? For the life of me, I can't see where you get your macro basis for this lift-off that's coming. Second half has become a mantra for the financial community and the Fed -- I'm frankly shocked that stocks haven't crashed, but that may be on the horizon from what I can tell. What sectors do you see as starting up large amounts of capital investment as soon as Sadam is taken out??

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