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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: tradermike_1999 who started this subject10/19/2003 8:45:50 PM
From: energyplay  Read Replies (2) of 74559
 
Assorted thoughts & items -

1) A post & link to US mortgage refinancing so we can estimate impact....
investorshub.com

Look at the second link, then the numbers toward the bottom of the table...looks like a sharp drop in Q4 of 2003 and Q1 of 2004..then an upturn in Q2 2004.

If we don't get a slow down in the recovery by middle Q2, stimulus starts to increase...

2) Saw a demo of the Cannon 845i printer last night at Fry's. Photo qualtiy with new mid range digital cameras. Only $145 USD !
Consumables cost around 3-4 cents per photo.
And, you can plug most new cameras into the USB port, and it down loads WITHOUT a computer or software.

Games is really up for film photography. Bad news for Kodak, Fuji Film, BASF/Agfa. At some point, Kodak will be kicked out of the Dow Jones Industrial Average...

3) Article in Barron's - some fund manager who owned Nissan has sold that and is buying Renault, which has 44% of Nissan. In 2005 Carlos Gohsn becomes CEO of Renault...
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