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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (25957)3/18/2005 5:58:27 PM
From: TH  Read Replies (3) of 116555
 
mish,

I would never pretend to be Earlie. Trying to copy an original is just fraud.

Still, I am too damn early on just about everything I have bought the past four months. And, my portfolio now reflects an earlier time in my life, WHEN I HAD LESS MONEY!. Really my losses are not too bad, as I did not go deep with my recent poots. Still, they are losses.

C&A is Collins and Aikman. They are one of the smaller of the "large" automotive interiors suppliers. They are in deep water, and bleeding money all over the place. I directed our Mexico operation to put them on COD about 6 weeks ago. The ship is sinking and you may have many more numbers to add to your "layoff de jour" totals.

Have a great weekend.

TH
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