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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (7363)	6/3/2001 1:02:36 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

f our economy was on such firm footing, how come now that he has taken back all the hikes and then some and is pumping copious amounts of money into the economy we're not at new highs?<< Craig i think AG said many times that tech is the productivity arm of the economy and will continue to be going forward .He has lower rates on an unpresdented scale is because nominal rates were way too high( AG over shot rates upward last spring and summer in my opinion), the decline of wealth that was destroyed during the stock market's Naz crash and internet dot.com melt down. It'll take time for the Naz to break thru again it all depends on earnings and economy. So does your investment strategy going forward have any provisions allowing for high energy and commodities prices over the next 5 years? Or is it based on the assumption that energy prices are too high and will come down? << Yes and i think one should have energy, but not going Ape with it. Opec wants optimum price of Oil between $25 and $ 30, no higher. Opec learned the hard way back in the '70's.