Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (3449)	4/2/2004 5:15:10 PM
From: patron_anejo_por_favor	Read Replies (1) of 116555

<<it is probably reasonable to assume that most of today's knee-jerk market moves after the jobs report will be reversed. the devil is in the detail, or put another way, it's in the 'quality' of the report. 230,000 jobs added in health care and education, but ZERO in manufacturing? this sounds almost like a net negative for the economy at large ( i.e. no wealth creation )>> Definitely agree with the Austo-Commie on this point. I unboxed shorts in F and MBI near the close today. I did trim a small chunk of VGZ, looking to redepoly in the next week or so.

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