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Strategies & Market Trends : The Millennium Crash -- Ignore unavailable to you. Want to Upgrade?

To: MythMan who wrote (5567)	5/24/2001 10:31:39 AM
From: Arik T.G.	Respond to of 5676

MM, Sorry for any inconvenience I caused. In the annual getting together of the MC thread it was kinda familiar approach. IMO the bubble is still in full steam, about to blow a gasket. And valuations that could be excused last by unrealistic future growth expectation, have now only wishful thinking to rely upon. Even if I'm wrong and the U type shallow recession will start climbing back in Q3 or Q4, this is not just something I dreamt of but a viable interpretation backed by hard data (industrial production, capacity utilization, consumer confidence) and should have some impact on valuation. IOW - Valuations cannot continue to be based upon best case scenario ALONE. And that's if I'm wrong... ATG