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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (37254)	5/24/2001 8:58:15 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

I think the techs and oldecon stocks are setting up for a rude awakening negatives must turn around if this spring rally continues - productivity - labor costs - stagnant growth - empty industrial capacity - accelerating layoffs - creeping longbond yields - historically unprecedented high household debt - bankruptcies - nonexistent venture capital money funds - telecom debt overload - stalled fiberoptic buildout - embarrassing boob/bill ratio on chips - vanished consumer confidence - and now the onset of housing decline perhaps and the latest: - moron democrats claiming committee leader seats (back to envmt taking precedence over electricity and jobs?) the market usually sees things early and correctly the market also can DEPEND on past history as a learned behavior in my book things are getting worser by the week the 2ndHalf Recovery mantra has no substance CEO's are voting with layoff ballots this fact is totally overlooked these days they were paying bonuses for finding employees just one year ago why would they layoff valuable employees if 2ndHalf shows promise of recovery ??? no no no, this stall will give it back after a few more days nothing like an onslaught of warnings to serve as cold water on the face tell me about the Recovery in September by then, they will be saying it is Q1 for sure, and buy buy buy when swimming pools open after Memorial Day, then thoughts of summer vacation enter wait until the Q1 gdp comes out revised and lower, much lower tomorrow / jim (broke but vocal)