SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Stockman Scott's Political Debate Porch
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wharf Rat who wrote (53619)8/19/2004 12:40:31 PM
From: Jim Willie CB  Read Replies (4) of 89467
 
got a surprise phone call this morning from K. Richebacher
he is doing well, minor health nagging problems though
I had sent him an attached email with a Duetschebank report
on oil and its impact on G7 economies

it must have struck a chord (in title)
but he could not open the file, a PDF file
so I will mail it to him in Cannes France

we talked about 15 minutes, pleasantly
I reminded him of his claim that in 12 months from Aug 2003, the US Economy will begin to collapse
and now we see added signs of strain

I talked about the job outsourcing
and how infotech spending had been strong
but was a principal lever in the job outsourcing process

he talked about the drop in consumer spending
to prove I have read his work, I laughed that US households are saving more
but reminded him of hedonics in the savings numbers
like home paid rent to homeowners, a statistical fraud
he laughed, and we agreed all USGovt statistics are flawed

he then shocked me, by asking how my subscriptions are doing
I gave him a rundown, and shared my optimism
and how they continue to stream in
like 3 new subscribers in the last 24 hrs
(I did not bother to mention how Silicon Investor buddies are an effing NO-SHOW among subscriber support
I may offer up some tidbits on SI, but nothing like in newsletters)

I dont think Kurt's German-made PC is loaded with PDF reading sofware
strange if true
it was nice to know he was still civil and constructive
I occasionally email him a brief note
like last month
when I reminded him that a 90% falloff in REFI mortgage volume might be offset somewhat by a surge in home equity loans on variable rates
no reply from him, and also, no attachment on those

/ jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News