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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: tradermike_1999 who wrote (3628)	5/15/2001 2:45:18 PM
From: FrozenZ	Read Replies (1) \| Respond to of 74559

Are you shorting vtss and txcc based on likely bad earnings today from amat?

To: tradermike_1999 who wrote (3628)	5/15/2001 4:42:22 PM
From: smolejv@gmx.net	Respond to of 74559

The following from deep throats in NY as thank-you for TM's short hints: ``What is keeping us out of recession is the consumer,'' said economist David Wyss of Standard & Poor's in New York. ``There is a risk of a sudden attack of prudence. If people stop living beyond their means, this could turn into a recession.'' This is how I started to see the world cca 18 months ago: no more manufacturing, no more rust belt, for Good ol US. The most important product US can offer is consumption. There's a few distant seconds but nobody can match American capacities in this regard. IOW US has a monopolistic position when it comes to consuming. Credit? No problem. Current account balance? Hey Joe, you heard this one - they still call it balance, harhar. Mortgage? Got one for me? Or a Rollex (Swiss are human too you know), with a card I can charge it to? Dollar about to drift lower? No problem, cut - yeah, I said CUT - the rates. Every dummy can produce but to consume you need heart, guts and AG. Now possibly the solution is to keep living beyond our means. This should be self-evident I guess. As long as the malls are opened 24hrs a day the production will never stop. Just dont start buying Csco routers. Im short CSCO. dj PS; every single word in the quote deserved italics so thats what they got. PPS: BMW had a swell quarter thank you