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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (9090)	10/5/2001 11:16:36 AM
From: TWICK	Respond to of 23153

The clients asked for the 15 month forecast ?? Too funny. Shouldn't the "guru" tell the clients what the crystal ball is forecasting ?

To: stockman_scott who wrote (9090)	10/5/2001 11:16:42 AM
From: MetalTrader	Respond to of 23153

I think abby might almost be right once you read through all the hedge language. I believe the consensus among strategists is moving toward a combination cyclical bear market and secular bear market. After two horrific years and massive liquidity injections, fed easing and now impending fiscal stimulus, one would have to be a true GGG (guns, gold and gas masks) investor to not believe that the odds favor a significant rebound. However, once this cyclical response is in place and digested there is still an entire decade+ of valuation fluff to deal. Capital spending may well come back stronger than feared if only because it has become so biased toward technology with a short replacement cycle. I am working on the belief that liquidity will pull the market out of the immediate tailspin, but valuation will drip relentlessly for sometime to come. Stay flexible. Let the market tell you what it wants to do. mt