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To: LLCF who wrote (103367)	5/18/2001 6:59:56 PM
From: patron_anejo_por_favor	Respond to of 436258

That's true. The animal spirits are running again. Look at the P/C's today. We're back into mania mode, but this one will be a LOT different from '99-00, because the imbalances in the economy never got worked through in a decent recession. I think housing for example will be right in the crosshairs (rising mortgage rates, falling employment)...while the liquidity tidal wave being pumped in WILL raise stocks and basic commodities. The CRB for example should be a good bet here, also paper stocks (LPX, IP, GP, CP), maybe ADM, CAG, the XLB...I'm gonna spend the weekend looking at those. What a God-awful mess!<NG>