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To: Jim Willie CB who wrote (103009)	8/19/2001 12:24:43 PM
From: samim anbarcioglu	Read Replies (3) \| Respond to of 152472

Jim, <<watch money supply liquidity rising dangerously watch the declining USDollar the former will help stocks temporarily someday soon the latter will hurt stocks in a more immediate manner>> Would you kindly elaborate on how declining US$ would hurt stocks? Thanks in advance, Sam A. <<I wont be surprised if I hear that by 2003 GreenJerk is raising interest rates >> My hope is that he will not be around that long.

To: Jim Willie CB who wrote (103009)	8/20/2001 2:01:58 AM
From: marginnayan	Read Replies (2) \| Respond to of 152472

Thanks for your feedback. It really helps me understand the macro economic picture. those who mock bond managers forget that they must be expert in analyzing the entire business cycle they may not have a tight grip on stock sectors but they have the best grip on the business cycle, stalling tendencies, and recovery likelihood I will remember that. watch money supply liquidity rising dangerously watch the declining USDollar the former will help stocks temporarily someday soon the latter will hurt stocks in a more immediate manner Does this imply that stock market might actually rise sometime in third quarter ? the smartest among the bunch is Grant from "Interest Rate Observer" I will book mark his web site, if he has one. money supply growth (like 1993) is building volcano forces that should be visible in gold stocks soon but only after a low is rather clearly understood what is best way to play this? Individual gold stocks, a gold mutual fund or physical gold. The way I understand is that it is not a good idea to buy gold stocks that use hedging. GreenBoink's rate rise in 2003 would pinprick goldbug inflation expectations but would revive a flagging USDollar (rates are akin to dividends) and would stall any stock major average recovery (like 1994) So when do you think will there be any meaningful recovery, if at all there is one?