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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (40738)	8/29/2001 7:59:30 PM
From: limtex	Respond to of 65232

JW - there is a method in my proding the Pres. I hope others will take it up and write to him. See I rather like him and would like to see him remain in office in 04. He showed last Friday that he has guts. But he has simply got to show leadership in what you rightly describe as a slump unlike anything in living memory maybe ever in history. One big difference that no-one has yet posted that I have seen is that slowly relentlesly China is gaining share of production across the spectrum of amnufactured goods. In addition the Chinese are not like the Japanese, they are highly inventive and great gamblers and even greater scientists. That makes one hell of a combination. It may not matter that Japan will probably never recover as China is still growing and is much much bigger than Japan. Thinking about it almost everything that is manufactured on this planet could probably be made in China and no-one else would have any manufacturing jobs at all except for the specialist goods in say France and Italy. Still how about some posts on identifying DSPG, PROX companies instead of us all bemoaning our fate lets try and do something about it. Best regards, L

To: Jim Willie CB who wrote (40738)	8/29/2001 8:38:04 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

Get A Parachute... economist.com Best Regards, Scott

To: Jim Willie CB who wrote (40738)	8/29/2001 9:46:17 PM
From: limtex	Respond to of 65232

Nikkei in free fall

To: Jim Willie CB who wrote (40738)	8/30/2001 12:22:34 AM
From: Mannie	Read Replies (3) \| Respond to of 65232

This recessionary downturn will drag out for years. The bubble is still with us, PE ratios are nearly at the highs of 2000. Share prices and earnings have declined in lock step.....we are still at record levels. I fear that equities have a lot farther to fall. Bonds are looking very good. How long do you think real estate can hold out? It seems inevitable that the real estate market will break down, opening the floodgates........Consumer spending accounts for 2/3 of our economy. When and if the real estate market folds, things will get very nasty. There are a lot of opportunities in that scenario, should it play out. Scott