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

To: stockman_scott who wrote (40872)	9/4/2001 9:58:42 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

productivity should improve steadily from here but pure money supply will enable a recovery in the next 10-16 months it will probably be unconvincing, weak, uninspiring most firms will recover to the point where profit declines yr/yr are repaired only problem is that firms will work their way back to flat growth, nothing positive that is the norm I expect GreenSperm has directed a bubble economy that will fight hard hard hard to avoid a deflationary recession for a few years the US is following a queer path not unlike Japan's except we have a healthier banking system to serve as intermediary to the economy, and we consume like hungry maggots as I said before, sustainable recovery begins in 2004-05 road wreckage will be prevalent for several more quarters the good side of the story is that productivity will be easy to keep going, with all that excess capacity lying around, waiting eventually to get utilized and it will, but slowly hiring and jobs will take time also, as firms will prefer to employ machines first, people second / jw