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To: AllansAlias who wrote (44435)12/6/2000 12:24:24 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
yes, it has to be considered, no doubt. we are however also further along in the unwinding of the credit bubble than we were in May...and the fundamentals have generally worsened appreciably since then.

it would be easier to look for the big 4 if the complacency weren't so thick...also, note that several LT cycles point down into late Jan., early Feb.