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To: ItsAllCyclical who wrote (64037)4/7/2000 10:03:00 AM
From: Think4Yourself  Read Replies (1) | Respond to of 95453
 
Stocks I watch down so far but volumes VERY light. No sign of the OEI seller (phew!)

About a month ago I told a guy about Kudlows gold/oil relationship on the way to a restaurant. He was laughing so hard we almost had an accident. Kudlow did a LOT of damage to his credibility with those comments.

Most folks around here used to take Kudlow seriously. I don't think that's the case anymore.



To: ItsAllCyclical who wrote (64037)4/7/2000 3:28:00 PM
From: Brian P.  Respond to of 95453
 
Larry Kudlow's e-mail address:

lawrence.kudlow@us.schroders.com

Here he is arguing that technology stocks are rationally valued, using a "simple model of capitalized corporate profits":

cnbc.com