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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (72632)	3/18/2001 6:49:04 PM
From: jmootx	Respond to of 99985

Zeev Right now-NO, absolutely not. But control may be determined by GDP capacity. Our economy is the productive off-shoot of British conservatism, merchantilism going all the way back to the beginning. We simply had the infrastructure and resources to over take them in GDP, but they have held on to important edge in finance. The question of yielding control or assuming control is critical. Policy and philosophy changes with crises--that is the other unknown, but obviously the post WW2 model is now in question. That is precisely what bothers me about market and economic pundits who today continually base forecasts on recessions and events since WW2 and not attempt the larger macro picture.

To: Zeev Hed who wrote (72632)	3/18/2001 6:59:50 PM
From: American Spirit	Respond to of 99985

Expect Greenspan to cut much more than .50 starting Tuesday, and maybe a full point then. Those caught on the short side will be very sorry they got addicted to the "easy money' on the downside lately and didn't cover. Financials, telcos and esp those companies with debt problems will be the greatest beneficiaries. LU at $10 for instance is a joke. How oversold. Teetering on collapse. The #1 most widely held stock in the world and formerly the #1 telco supplier. Now #3 and predicted by some to die. BS. But a point rate drop and their banks loosen the strangle-hold. Whammo. LU can pop to 14-17 quickly. That's a 40%-70% gain in a matter of days. Nice trade. Sharp rate cuts should also set off a wave of acquisitions. I like the possibility of these companies being taken out soon: WCOM, FON, YHOO, ELNK, LOR, COMS, maybe even LU plus a few lucky B2B companies, maybe SCNT with all its cash and quality selling at an all-time low.