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

To: stockman_scott who wrote (45994)1/8/2002 5:07:38 PM
From: Murrey Walker  Read Replies (2) | Respond to of 65232
 
I'm cautiously optimistic...IT'S A STOCKPICKER'S MARKET

Scott...don't get me wrong. I too, am optimistic. It's the short term that gives me the willys (all puns intended
/jw).



To: stockman_scott who wrote (45994)1/8/2002 5:09:52 PM
From: Jim Willie CB  Read Replies (3) | Respond to of 65232
 
bonds are sabotaged by the Fed with negative real rates
as money supply infusion consequences are felt in coming months, it will not be good for bonds

techs will be risky as heck with Asian deflation winds
profit margins are disappearing
(Detroit cars are just one example to spread to tech suppliers)

the big big money supply Fed infusions will surface somewhere
my guess is commodities: gold, metals, oil

/ jim


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