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To: Earlie who wrote (54539)1/5/2001 11:14:26 AM
From: advinfo  Respond to of 436258
 
Ditto to your entire post...



To: Earlie who wrote (54539)1/5/2001 11:19:51 AM
From: pater tenebrarum  Read Replies (2) | Respond to of 436258
 
Earlie,

thanks for the kind words, and the same goes for your posts! i'll never forget your piece detailing why tech was heading for the shredder in the fall after you concluded your field research trip. that one was a classic, and immensely valuable to those willing to listen.

i think major trouble is on the horizon for the financials, as the economy is unable to produce the cash flows necessary to support the outstanding debt mountain. imo the deflationary asset/debt liquidation stage has begun, and no amount of rate easing will be able to stem the tide.