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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (46032)	8/30/2001 11:07:22 PM
From: kumar	Read Replies (1) \| Respond to of 54805

Limtex, I am curious - do u ever have any positive thoughts about the US ? I dont recollect u ever posting one of those. cheers, kumar

To: limtex who wrote (46032)	8/31/2001 3:50:51 PM
From: techreports	Read Replies (2) \| Respond to of 54805

The market is forward looking and it is telling us that we are in a depression not a recssion. As if many businesses didn't know that now. depression? tell that to the S&P or the DOW, which is a much larger percent of the economy than the NASDAQ. Technology is not the entire economy. finance.yahoo.com^DJI&d=c&t=2y&l=on&z=b&q=l techr- Who is going to remember ancient history in Nov 04. All anyone si going to remember is how much they have lost while GW was Pres. That combined with "Its the economy stupid II" from the Dems will provide GW with something many people have and are going to receive under his Admin....a pink slip. so you feel that when it comes to vote for our next president, people are going to remember how they lost money in the market during late 2000 and early 2001? What if the economy is roaring 2003 and 2004? You think the democrats are going to talk about the economy? I think voters usually have short memories anyway techr - NAZ futures down 15 already. Another day in the ring with Iron Mike. Friday is going to be bloody. hmm..NAS looks fine to me today. But again, NASDAQ isn't the entire economy. Interest rates have come down by a huge amount, tax cuts are happening, energy prices are coming down and unemployment is still under 4.6% Inventory should be worked off by 2002 (obviously, companies won't spend more $$$ if they excess inventory), VC still have a ton of cash to invest in start-ups, which fuels the tech sector IMO. Earnings will look better in Q1 of 02 when compared to Q1 of 01, which should help the market's feelings. The telecom industry will need some time to work through the glut, debt they've amassed, & for the weak competition to fall IMO. The negatives, because there always are? Well, economies around the world are slowing down - Japan, Germany, some parts of Latin America. The last time this happened was in the 70s, however, the 70s had rapid inflation (if i'm not mistaken) and OPEC put an embargo on oil, which meant US consumers couldn't get oil. Those are some of the reasons the 70s were bad. Inflation and oil embargo. Today, we have nearly no inflation and interest rates are coming down. Europe, however, has some inflation and they are not lower interest rates aggressively enough. If anyone has another solution I'd be interested to hear it. How about the government quit taking a larger portion of GDP in taxes. boards.fool.com i think u're rambling... I'll tune out. sounds good.