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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: William H Huebl who wrote (50113)	2/4/2001 7:21:54 PM
From: Mark Adams	Read Replies (2) \| Respond to of 94695

I've been exploring the bear's den. Scary place. Almost bought gold bullion. Many of the discussion points are one sided, with little exploration for alternative explanations. Stats that support the cause are held high while stats that don't are picked apart. I don't know what the future holds for the economy, and stocks. I'm holding more cash now as a result of my foray into the dark side. But I see glimmers of hope. + Auto Sales suprisingly strong in January. + Retail sales up. + Construction continuing strong. + Employment steady. Job losses in Dec 99 outran Dec 00. On the downside, the impacts of higher energy costs are creating more severe dislocations than I expected. I think your position on cash vs stocks very appropriate for this environment. BWDIK? Good luck. Strength of January Vehicle Sales Surprises Automakers nytimes.com Automakers sold cars, vans, sport utility vehicles and pickup trucks at a seasonally adjusted annual rate of 17.2 million vehicles in January, far better than the pace of 15.4 million vehicles set in December. The auto industry considers anything above 16 million to be a strong month. WITHHOLDING JUMPS 10.2% WEEK ENDING THURSDAY. "OTHER" ALSO MAKES SURPRISING POP. trimtabs.com Shopping Perks Up, Defying Worries of a Slowing Economy nytimes.com