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To: LLCF who wrote (114448)	7/25/2001 12:48:21 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Yep, that Roach sure is a smart feller!<G> p.s. I think he and Heinz are really one and the same!<G>

To: LLCF who wrote (114448)	7/25/2001 12:54:06 PM
From: patron_anejo_por_favor	Read Replies (3) \| Respond to of 436258

Then there's this... Message 16123518 To be honest, when I got home last night and saw AG on CSPAN, what he REALLY said was scarier than that post. For example, it was clear that he really believes there's no problem with Americans drawing down both their savings and home equity at the same time as long as "asset prices are rising!!!" No $hit...the PROBLEM comes in as soon as they start to fall. You'll have more folks upside down than when the tightrope snapped on the Wallenda family<NG>

To: LLCF who wrote (114448)	7/25/2001 1:52:54 PM
From: Les H	Read Replies (1) \| Respond to of 436258

Global paradox morganstanley.com Japan's run out of room to stimulate through government borrowing and spending programs. Just as before NAFTA, they've started to move plants from LatAm to China.

To: LLCF who wrote (114448)	7/26/2001 12:01:40 PM
From: Math Junkie	Respond to of 436258

Interesting comments from Stephen Roach. Apparently he went bearish way too early, though, so I wouldn't necessarily look for him to call the next turn in the market. I found this through a Yahoo search: "...he missed the big boom of the '90s bull market in 1996..." He sure was right with this comment last January though (from the same article): "...we're kidding ourselves to think that the worst is over." businessweek.com Contrast that with Elaine G.'s bullish stance from the same time frame: businessweek.com