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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (7218)	8/15/2001 10:38:35 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Maurice, Strangely, I liked this post. Agree with some of it, and disagree with the rest. On the cash shuffle and migration to shares and bonds, the correct answer we all aim for is TIMING. I am trying to navigate the treachery and deceit and come out ahead over time, after accounting for devaluation, deflation, inflation, printing and other normal and abnormal financial/economic events. So far, as many would say, so good. I do agree that fleeing from the USD is taking on new urgency, but no, the DOW will not go to 16k. Good post otherwise. Chugs, Jay

To: Maurice Winn who wrote (7218)	8/15/2001 10:55:46 PM
From: mishedlo	Read Replies (1) \| Respond to of 74559

Don't fight the fed is the slogan. Since there is zero irrational exuberance left in the techwreck I hope you are being sarcastic with that first quote. As for the second - THINK EBAY at a PE of 200+ QCOM (your fav at a pe that is simply obscene) VRSN HOMS Heck I could even say INTC What pray tell growth is left in INTC. INTC is cyclical and should sport a cyclical PE. It will "In due time my little pretty, all in due time" Said the wicked witch to Dorothy. I could name hundreds of more examples, many in the Naz 100. M

To: Maurice Winn who wrote (7218)	8/15/2001 11:09:41 PM
From: tradermike_1999	Read Replies (2) \| Respond to of 74559

There is one premise behind your thinking that I think is false - that Greenspan is really in control of all of these financial gyrations. I believe he lost control of them for a moment this last winter - that was the real reason for the surprise interest rate cuts - and he may lose control of them again. If everything operated as he wanted then the stock market wold not be dropping right now.

To: Maurice Winn who wrote (7218)	8/15/2001 11:25:33 PM
From: westpacific	Read Replies (2) \| Respond to of 74559

a hefty Dow rise [to 16,000 by Feb] - Keep dreaming Maurice And let me know when you wake up - DOW will be below 8000 around that time of year and going lower. You Kiwi's always were dreamers, what with all those sheep skin rugs to crash on under a starlit evening. Not to mention your so isolated you really are a little out of touch with the world down under. You are such an optimist and it seems you do not do much reading of facts. You must still be hypnotized by the old man Greemscam himself. All the best West

To: Maurice Winn who wrote (7218)	8/16/2001 3:14:58 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Maurice, <<I assume 71% US$ is what you have?!! I don't understand that other than that you expect a stockmarket crash rather than a US$ tumble>> ... my lunch time treasury operation today lowered my USD cash as a % of total cash from 71 to 63%. Biggest single step so far this year. I do not like sudden moves and I do not generally care for currency positions away from the aircraft carrier protected USD. My company's cash hoard which I am also responsible to shuffle around and away is at a low 30% USD. We are anxiously expecting a wallop of a jumble cash proceed to come in before the end of January 2002, but alas, all in USD, and so an immediate crumbling of the Dollar would be most unkind :0( Considering borrowing from the bank an equivalent amount (ah, but in what currency?) to the expected jumble proceed and exchange it for other government's promises. I do not like sudden moves but I some times do. Life is so very complicated at times. Chugs, Jay