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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (25724)	12/18/2000 2:13:35 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

Greenmoon understands several things: unemployment: aint risen yet, up tiny to 4.0% and rising labor costs: still rising, likely to stay high even if unemploymt rises consumer spending: backtracking, and caught his attention productivity: still good, but coming down delivery times: not too tight (UPS warning is a fake, still busy but with higher fuel costs) consumer debt: still high, but margin stock debt a little lower energy costs: used to think inflationary (wrong view), now regards as tax on economy (correct view) foreign economies: slowing, and caught his attention Greensheiss is in NO RUSH to cut rates he probably worked out a deal with Bush this morning I hope they see a topdown (rate cut) and bottomup (tax cut) approach but suspect Bush will defer to Greenjeans to act first one ray of strong justified hope is that as Prez Bush, he will probably offer the first energy policy in history for the USA he comes from the OilPatch in Texas my take/ jim