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Strategies & Market Trends : Natural Resource Stocks

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To: isopatch who wrote (20)9/12/2003 10:56:56 AM
From: Jim Willie CB  Read Replies (1) of 108752
 
nice, Hamilton of Zeal in July issue put it well
stretched stock valuations
complacent VIX
bear counter-rally out of steam
poor quality earnings from cutbacks, costcutting

the biggest overlooked issue imho is the cutbacks
companies are eliminating key assets from which they leverage revenue and profits -- EMPLOYEES WITH SKILLS

Hamilton called this period as going thru the eye of the cyclone
in a few weeks we will enter the second half of the cyclone
the first half was first several months of 2002

nice to see your thread
I liked "ISO'S PATCH"

/ jim
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