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To: IceShark who wrote (57447)	1/12/2001 8:10:40 AM
From: Lucretius	Respond to of 436258

next leg down will be macro not on co news. they don't care about warnings as long as the fed is cutting. they have to come to the conclusion that rate cuts aren't going to make any difference, which they soon will... THEN we collapse.

To: IceShark who wrote (57447)	1/12/2001 10:00:30 AM
From: patron_anejo_por_favor	Read Replies (3) \| Respond to of 436258

<<EasyAl is printing like crazy and lowering rates and who knows how long he can keep things inflating.>> Yep. I think the play here is to be long energy and other commodity based inflation plays. The retail sales numbers were stronger than expected, the "core" PPI (which is bullsh*t, but apparently someone believes in the concept) is rising. Its clear BubbleBoy is easing/printing primarily to bail out the banksters at this point, the economy wasn't in that bad of shape. So the end result will be inflation/stagflation. When the "recognition wave" (to borrow a line from Da Cheif) hits it will be ugly, but it will take some time. In the meantime, got BRCM?<VBG>