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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (8585)	9/4/2001 8:09:46 PM
From: Slumdog	Read Replies (2) \| Respond to of 57684

Mark, this one trades on NYSE as well. I think I mentioned it last feb. It has held up nice IMO. Not a bad yield either....... askresearch.com I know, too dull........

To: Mark Fowler who wrote (8585)	9/4/2001 10:43:09 PM
From: Bill Harmond	Respond to of 57684

see next (Jeez, the SI server sure is screwed up tonight).

To: Mark Fowler who wrote (8585)	9/4/2001 10:43:09 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

I think this recovery will be different from 1991 (credit crunch) or 1995 (banking industry consolidation), which were fueled by lower interest rates. The fed is pumping money for growth now, because (IMO) they realized they killed the productivity-producing new economy. You can see how bonds reacted to the NAPM report today...with the biggest single-day sell-off in what looks like a year. We have the Fed on our side. The bankers don't. I think interest rates are bottoming and capital will not get much cheaper. Financial stocks aren't gonna lead, IMO. BTW, look at the Insurance index (IUX). Talk about death!