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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (3707)	7/27/2000 6:10:41 PM
From: Zack P	Read Replies (1) \| Respond to of 30051

Maginot Line? If you please, what is it? Thanks!

To: Zeev Hed who wrote (3707)	7/27/2000 7:40:45 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Zeev: On the liquidity front I hope he's not waiting for the convention or it will be too late. I thought for sure we'd start to see more foreign $$'s showing up. LS needs to show the way with US $$'s though. Remember the 1st part of the bear is the correction of the excesses. While late March to May had some of this there is still some out there. The next phase is when the market looks out 6+ months and sees the slowdown in income and adjusts the valuations accordingly (I assume this is your end of year to February scenario). The 3rd phase is when all the bad news is coming out and the retail investor is dumping. (Is this what you see next October?). Remember when the FED cuts for the 2nd time is normally the time to jump back in. Remember this time one of the differences is many stocks are not over valued. Many NYSE stocks have low PE's. This should equate to better rallies just maybe not in tech land. Tim