Jim's Nasdaq100 Special as a basket. Message Board

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Strategies & Market Trends : Jim's Nasdaq100 Special as a basket.

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To: Casaubon who wrote (2038)	3/3/2004 10:12:20 PM
From: James F. Hopkins	Read Replies (1) of 2103

How have you been doing; I've been mostly out of the market since late Nov..I just peep at it every once and a while, & I don't see where I've missed much. Seems the easy money has been made. We have all sorts of warning signs that I'm not going to ignor. --- GreenSpam hasn't used the words irrational exuberance lately but he's said just about the same thing, using a lot more words. It seems people hear what they want to. ---- I'm not short so I'm not down on the market because of taht..but with oil prices high and basic material going through the ceiling just how much longer can they hide inflation. ? ---- One thing that hasn't been mentioned is how the falling dollar has created a smoke and mirror effect to earnings.. Sure earnings "look" better as the dollar falls.. but are they up as much as the dollar has fell ? Jim

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