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Strategies & Market Trends : Heinz Blasnik- Views You Can Use

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To: gpowell who wrote (1007)5/11/2003 11:56:52 PM
From: LLCF  Read Replies (2) of 4904
 
<saving rates are increasing>

Bearish.

< I will also add that corporate cash flows have been very good throughout 2002. >

From Merrill's Bernstein's "What Balance Sheet repair?" :

"Our analysis suggests that the build-up in free cash flow may actually be more attributble to balance sheet deterioraton than to balance sheet repair."

<individual’s preference to spread out both good and bad fortune over their lifetimes. >

My "preference" would be to buy the bottom and sell the top every time.
:)

DAK
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