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

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To: Silver Super Bull who wrote (4600)	1/8/2004 5:03:33 PM
From: russwinter	Read Replies (1) of 110194

All that just to get mocked by James Cramer! If anyone has the whole piece? Probably that the consumer doesn't matter now? If so he should read CI comments on page 4 about major fixed investment cycles (scarce and time gapped). This issue is a freebie, so everybody should read it: contraryinvestor.com We will see what happens when the insider selling start up again in earnest after reporting season, and underwriting supply gears up. I'll post the AMG fund flow out in a few hours, and we'll see if it's a factor right now. I think the money's spent, and most of this is very late in the day (but mindlessly aggressive) margin buying, geared mostly toward tech stocks, and this bogus BIG capital spending cycle playbook. Sentiment is hyper-bearish which suggests when it turns, it could be violent. sentimentrader.com No fear whatsoever in the VIX: finance.yahoo.com^VIX&t=2y&l=on&z=m&q=l&c= from TheStreet.com Bears Blew Their Home-Field Advantage Thursday January 8, 3:50 pm ET By James J. Cramer, RealMoney Columnist You mean to tell me that Gap Stores (NYSE:GPS - News), Kohl's (NYSE:KSS - News) and Ryland Homes (NYSE:RYL - News) didn't cause the market to roll over? You mean to tell me that there was enough strength out there that we weren't kiboshed by the housing shortfall and the retail let-up? You mean the playbook didn't spread and we didn't get the contagion to Black & Decker (NYSE:BDK - News) and Citigroup (NYSE:C - News) and Best Buy (NYSE:BBY - News)?

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