Stockman Scott's Political Debate Porch Message Board

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Politics : Stockman Scott's Political Debate Porch

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To: Jim Willie CB who wrote (17759)	4/22/2003 12:33:28 PM
From: mt_mike	Read Replies (1) of 89467

Jim, agree with you on the inventory arguments and cap ex arguments. Low inventory is bullish, high inventory is bullish. How about seeing some legitimate earnings growth through revenue growth rather than cost cutting (ie. layoffs). I am also getting sick of listening to these talking heads make comparisons to 1991 and the end of Gulf War I as an argument in favor of a strong recovery. Times cannot be more different. I think the biggest difference is the low rates now as compared with 1991. Also, since the consumer has kept the economy floating we will not get any strong recovery absent business spending which we know aint gonna happen. Finally, since we have to worry about domestic terrorism, security costs are an added burden which lead to increasing deficits. I think the best we can hope for at this point is stagflation. The million dollar question is when do foreigners start dumping bonds in size. By the way if you really want to be amused one night watch a couple minutes of Kudlow and Cramer. They cannot actually believe what they spew.

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