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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (30)	9/21/2001 2:34:22 PM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 218068

I'm just reacting to your provocation, elmat(g). Here's some cornerstone facts: a) overcapacities due to the past boom - have to be worked off iow the demand has to catch up, which is possible long term only due to b) falling consumer confidence - US at the front, Japan is nada in this respect, and in Europe - cant do everything myself; c) US current balance is still off - last time I saw some dependable numbers, it was at 4% US GDP, but I would assume the rug will be yanked in a decent, civilized fashion in the near (6-12 mo) future d) Money expansion the last 6 months in US is at 40% yty, which one was used to experience in South and not in North Africa. e) the budget surplus is no more, because it's partly a mirage (tax flows lower than expacted) and because US is going the way of deficit spending (war, airlines just for starts). What follows? I have no idea. Everybody extrapolate to her or his heart's content. dj