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


To: Murrey Walker who wrote (44092)11/8/2001 2:08:23 PM
From: Jim Willie CB  Read Replies (5) | Respond to of 65232
 
Murray, fer sure, man... but without any Cool Posts...
how am I gonna get my ailing ego assuaged ?

with Fed monetary stimulus of almost unprecedented proportions,
we are guaranteed a surprising recovery next year
the big question is its staying power and endurance
I am far more optimistic about a temporary recovery
than about the beginning of a new expansion cycle

tremendous opportunities if you can select survivors in tough sectors
like a scattering of internet firms
the ones who survive will see their stocks move 400-500% in the next 9-15 months
e.g. Amazon and Akamai and a few others
one consequence of the terrorist crapp is less mall shopping
and more internet and mail order shopping

great news today with WalMart growth figures, y/y

with all this optimism, you think I've been getting laid
/ jim