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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (25953)	12/13/2001 9:33:54 AM
From: Paul Shread	Read Replies (1) \| Respond to of 52237

Iso, GLG was a great call. Kudos. I actually nailed the bottom in the golds, but didn't buy nearly as much as I should have. HGMCY, GLG and GG are definitely my faves. Still holding INVN and OSIS, but am otherwise 75% in cash here. Those are my winners, and I think they're at least somewhat market-neutral positions, so I'll let em run. Best, Paul

To: isopatch who wrote (25953)	12/13/2001 9:51:35 AM
From: Paul Shread	Read Replies (3) \| Respond to of 52237

The one line economists and other shills need to lose this time around: "Job cuts are a lagging indicator." Considering that consumers with record debt are the only thing holding this house of cards up, job cuts could be just the start of the next big wave down for the economy. A decline in consumer spending is what usually starts recessions, at least in the postwar era. I don't think Kasriel knows which end is up this time around. He's been arguing both sides with great conviction. -g- ntrs.com