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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (31451)4/30/2005 1:05:55 PM
From: gregor_us  Read Replies (1) of 110194
 
It's hard to figure day to day, especially from internet cafes in Turkey, but just as well I think.

Being out of the country can be enormously helpful in gaining perspective. To boot, you are where East meets West. Your vision must be very clear.

So what do we look like down here, from outer space? When I lived in London, I always felt I had a leg up on the US markets. Anyway, I'll have to read you ever more closely now--that is, until you get back. <ggg>

Meanwhile, I'm remembering 2001 today, when the market just "never saw" the econ data coming, and we crashed right into very strong earnings.

LP

PS: There's no such thing as drinking too much coffee.
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