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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?

To: Alan Smithee who wrote (7532)	12/28/2001 12:11:17 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 23786

if it was just one of them, I wouldn't be so concerned. But notice that I didn't even put Iraq, Afghanistan or the threat of another terrorist attack on the list.

To: Alan Smithee who wrote (7532)	12/28/2001 12:18:01 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 23786

and then there is this... WIRE: China Moves Troops to Diffuse Indian War Threat Updated on 2001-12-28 03:46:01 LAHORE, Pakistan (PNS) December 27, 2001 - Media reports from India are indicating movement of China's troops along Sino-Indian border. This comes a day after Musharraf, President of Pakistan returned from official tour to China. Indian threats appear to be destabilizing the region. India has threatened an all out nuclear war on Pakistan and has moved its forces along side border of Pakistan. A large portion of Pakistani army is occupied sealing off western border with Afghanistan and helping United States find members of terrorist organziation Al-Qaida, headed by Osama bin Laden. United States has blamed Al-Qaida for launching deadliest attack on its soil on September 11 this year. Since then Osama bin Ladin has openly accepted responsibility. India claims two fundamentalist groups based in Kashmir are responsible for a foiled attack on its parliamentary building. Pakistan has assured full cooperation and asked for evidence. So far India has declined to provide evidence or to embark on a joint investigation of the incident. Pakistan claims India engages in state terrorism in part of Kashmir under occupation of 700,000 Indian paramilitary forces citing gross human rights violations documented by Amnesty International. Pakistan supports the Kashmiri freedom struggle and right of self-determination in Kashmiri which it believes should be part of Pakistan according to 1947 partition plan. Last war between China and India took place in 1965. All three countries China, India and Pakistan have nuclear capability. Indian war threats are likely to divert Pakistan's resources and impede United States led global war on terrorism. -The End- drudgereport.com paknews.com

To: Alan Smithee who wrote (7532)	12/28/2001 10:11:55 AM
From: MulhollandDrive	Respond to of 23786

Hi Smithee... Looks like the "recovery" is cooked into the 2nd quarter, (keeps getting pushed out) so it looks like money flow is going into equities in anticipation of new earnings visibility. Of course my contention has always been that if and when that happens, the "P" part of "E" is already rich and the higher we go the riskier it gets. I heard a report yesterday that in 2000 full TEN TIMES more money went into equities than in 2001....it can be argued that makes a very bullish scenario going forward as much of the money that didn't go to stocks is now sitting in MM funds... Otoh, that huge 2000 inflow to stocks may STILL represent a huge overhang of stocks hopelessly underwater, a test to be sure when we get the next major pullback. Will it be seen as a buying opportunity or another missed selling opportunity for the long-term "holders" Also heard that more money went into bond funds than mutual funds last year...