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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (51856)	9/10/2000 10:19:36 PM
From: Jorj X Mckie	Respond to of 63513

grazia

To: Rich1 who wrote (51856)	9/10/2000 10:29:11 PM
From: active22	Respond to of 63513

We don't want him, he's too fragile.

To: Rich1 who wrote (51856)	9/11/2000 1:06:12 AM
From: Cheeky Kid	Respond to of 63513

OT Message 14360038

To: Rich1 who wrote (51856)	9/11/2000 1:33:24 AM
From: Junkyardawg	Respond to of 63513

I really like to read this guy: Macro Issues Get Heavy By James J. Cramer Originally posted at 11:34 AM ET 9/8/00 on RealMoney.com Click here for the latest from James J. Cramer. Big macro issues are weighing on the market. Big non-Fed macro issues. And they are hard to sort out. So let's try. Systematically. 1. We know that oil is too high, and it is impacting the cyclical stocks and the retailers. As we approach earnings season, the companies levered to this development will guide numbers lower. We are seeing some of that now with the Duponts (DD :NYSE - news) of the world blowing up. 2. We know the dollar is too strong vs. the pathetic euro. That will cause some buyers of commodities to switch to buying European products over ours. It will also cause the companies that "translate back" earnings from weak euros into strong dollars to guide numbers down slightly. Tech and pharma will come under pressure from that development. 3. We know that the Net continues to be a drag on technology stocks. Whether it's because of dot-com ad spending or dot-com infrastructure, there are tons of companies not doing as well as they were two quarters ago. I don't ignore any of these trends. They make us less bullish. But we also know that trends can reverse. What happens if this is as high as oil goes and it trends down? What happens if the euro bottoms? What happens if the Net drag gets priced in? You know I am a believer that what can go right tends to go right when it comes to the stock market. Maybe this time, these negative trends won't reverse and things will just get worse and worse and worse. No doubt, that could happen. But it is my job to make bets on what will happen. I don't think these trends get much worse from here. Which is why we are buying, not selling, stocks.