Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (96278)	5/5/2000 7:46:00 AM
From: kendall harmon	Respond to of 120523

XRX, one to keep an eye on imo, there are many messed up charts out there but here at least there seems to be a base building clearstation.com

To: Jerry Olson who wrote (96278)	5/5/2000 8:01:00 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 120523

OJ, post here only infrequently, but I had a discussion with a friend about AG last night. For the first time ever, I think he's become somewhat of an old fuddy-duddy. I will grant he's brilliant, no doubt. I'm somewhat of a middle aged fuddy-duddy who has scoffed a bit at all the "new paradigm" stuff. Now, I do believe we have, in this new economy, pockets of deflation - look at your phone bill, the competition driving down prices when you buy products on the 'net. Even petroleum products, which have spiked recently, have not gone crazy on an inflation adjusted basis. Asset inflation (read the stock market) has toned down somewhat recently - this is one IMHO Mr. G is absolutely terrified of. I think that AG is almost afraid of prosperity, and he certainly is risking sending us into a recession with his tightening monetary policy. That being said, AG, just raise 50 basis, and get it done, if that's the way you feel - almost everyone, particularly the markets, dislikes uncertainty. Now, I'll get off my soapbox, and continue lurking...

To: Jerry Olson who wrote (96278)	5/5/2000 8:07:00 AM
From: lee kramer	Read Replies (1) \| Respond to of 120523

OJ: I love you kid, but must we disagree again? Mr. Greenspan's biggest worry has been "asset" inflation. The down market has (temporarily...perhaps much longer) put an end to that. And I wonder about this "fast moving economy...I suspect it will slow down...that the "wealth effect" has been severely hurt. As for a "mild" recession...well, I just don't know. But it's sure great to talk about these things. Trade well and stay sharp. (Lee)

To: Jerry Olson who wrote (96278)	5/13/2000 8:32:00 PM
From: kendall harmon	Read Replies (1) \| Respond to of 120523

A comment on my fed posts. Part of the reason I post and seek to think about the fed is because the macroeconomic backdrop matters in terms of how one seeks to trade. I get responses to some of these posts which say the fed shouldn't think this or the fed shouldn't do this, but remember, as James Cramer says: It's not what you think that matters; it's what the Fed thinks that matters in 2000 because the Fed has a bias against higher prices right now. When the Fed is on your side, you don't have to worry about it. Right now the Fed is on the side of the bears. It's the bears that don't have to worry. If you are long stock, believe me, you have to worry from TSC 5/12/2000