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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (8690)	6/7/2001 2:58:37 AM
From: Berney	Read Replies (2) \| Respond to of 52237

Chris, Welcome to the club! JPM and HWP did not help give us a warm and comfy feeling that we are still in Kansas. Now, we get to wait for INTC's input and resulting spin. At some point, and its coming, the Fed will no longer be a factor; that is, they can only lower interest rates so far and only print so much money. It is then that the economic realization will become evident. Frankly, being an optimist at heart (life member-card carrying), I hope the Fed's actions on the monetary front work. They certainly have the weapons at their disposal, and I'm not going to place a bet against them. My take is that the Big Boyz - the top 100 companies that are some 50% of all the equity in this country - are the world economy to a great measure. When I hear an HWP say that the most recent month demonstrates to their satisfaction that the slowdown is spreading, I've got to pay attention. They've got far more resources available to them than I do, they are living it every day, and they are a major player. But alas, Just a View from the Swamp Berney

To: Chris who wrote (8690)	6/7/2001 9:33:09 AM
From: isopatch	Read Replies (3) \| Respond to of 52237

Bearish on leadership of the previous Bull Mkt but Bullish on sectors that will benefit from emerging stagflation. Yep, no recovery in the 2nd half, but expect further increases in inflation. Meyer is simply continuing the signals that there are more rate cuts and big liquidity adds in our future. Looking to reload the trading segment of my PM stocks once the current consolidation looks like it's run it course. Right now about 38-40% cash. Isopatch