To: Knighty Tin who wrote (65951 ) 8/7/1999 2:54:00 PM From: Knighty Tin Read Replies (2) | Respond to of 132070
To All, Selective Barron's Review. I plan to start reviewing Barron's again, but only articles that interest me, not the whole schmear as before. 1. Abelson is viciously funny about the Internet scam starting to crumble. Favorite quotes: "the carney barker analysts making their wild, improbable spiels with one eye on snaring the next IPO." I liked that one as I have often compared Wall Street analysts, not just the I-Nut goofs, to carney shils. "The great wierdo, with it, shocker names conjuring up images of corporate rock bands." And, best of all, the "logorrheic (means incoherent pathologically. Hey, I had to look it up, too <g>) proprietor of an online financial rag who has finally turned bearish on the sector after it has dropped 40%." I don't know who he is talking about, Cramer, Cramer, Cramer, but he is right on. 2. A follow-up piece that calls online brokers "flatline." Love it. 3. Hedge funds are once more kicking indexer's ugly butts. 4. "Parallel Tracks" is a great article comparing the PC market to the auto market of the 1920s. PCs are now part of "the over the hill gang." 5. The portfolio manager fluff piece is good this time, as it is a biotech manager who is short Pfizer. Good stuff for a change. 6. Terrific Market Watch. Wall Street Notes claims 10 out of 10 indicators that identify a bubble are now confirming that we are definitely in one. Duh, but the bulls don't know it yet. Liquidity Trim Tabs makes some great points about the fact that corporate buying of stock is declining while sales are snowballing. Unfortunately, the writer thinks corporate buyers are smart and I disagree. They always seem to buy too high and sell too late. The Option Adviser is still running with the bull scam. Ian McCavity destroys that scam with two sentences. The first Barron's worth the money since they raised the price.