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


To: Sully- who wrote (45797)1/4/2002 9:39:54 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
agreed on telecom, only that many will simply die out
it will see a year where winners are made clear
but a treacherous stage later in year
after Fed starts to raise rates again

really wondering about the SwanSong Effect for GreenSnot
he may not want to raise rates much in his twilight
and simply risk some inflation instead of probable recession repeat
we will see
/ jim