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To: Duke-N-Duke who wrote (96993)4/20/2001 5:15:02 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
Duke, remarkably well written and cogent article (for a major U.S. daily).

The upshot is that we're not in an inventory correction, we're in a secular bear, and the excesses will have to be worked off by means other than printing money. Or put simply, BubbleBoy is pushing on a string and likely only succeeding in making the underlying issues (consumer and commercial indebtedness, rising commodity prices, overconsumption/undersavings and malinvestment) worse.

The Fed is handling this incorrectly, and it will end very, very badly.

EDIT: Say hello to Mortimer and Randolph for me!<G>



To: Duke-N-Duke who wrote (96993)4/20/2001 6:40:07 PM
From: s-words  Read Replies (1) | Respond to of 436258
 
<< The telecommunications industry, for example, is using a microscopic 2.5% of its vast new fiber-optic network>>

In addition to buying an SUV, we must make more frequent and loquacious phone calls.


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