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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (2814)	12/3/2003 9:06:47 AM
From: Silver Super Bull	Read Replies (2) of 110194

Russ, RE: retail sales It will be very interesting to see how these retail sales figures evolve over the holidays. I think even the most rabid stock market bulls will be hard-pressed to spin poor numbers. Not to mention how to reconcile poor retail sales against the backdrop of the purported "strong recovery." It seems like a lot of people don't see problems until at least 2005, presumably because with 2004 being an election year, everything is "assured" to go smoothly. A fairly flimsy assumption, IMHO, but apparently one that a vast majority of investors is comfortable with. DB

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