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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (21349)1/12/2002 12:12:57 PM
From: TREND1  Read Replies (1) | Respond to of 99280
 
Zeev
An email for you on autos(from Germany)
...............................
Larry,

I am very much a fumbamentalist :-D and hence I do research a lot of
data.

Concerning the auto discussion today I would like to give Zeev a link
to
detailed market data if he wants to investigate further:

bea.doc.gov

Also, he would be welcome to direct questions about market data
directly
to me if he is so inclined (you can give him my eMail address if he
wants it).

The above Excel file from BEA gives a very detailed overview of the
auto
market, by type of vehicle, domestic vs foreign etc...

Regards,

Reiner



To: Zeev Hed who wrote (21349)1/12/2002 12:18:40 PM
From: Alex MG  Read Replies (2) | Respond to of 99280
 
I notice that Harding is calling for a new bear market low, once again in the Oct-Nov time-frame of 2002, which differs from your scenario I think. He believes that will be the final low.

Another thing to consider would be an escalation of the current terrorist war into Iraq or some other escalation scenario. Couple that with the double-dip recession and once again the "sh-- could hit the fan".



To: Zeev Hed who wrote (21349)1/12/2002 9:28:27 PM
From: ild  Respond to of 99280
 
<<<I wish people will stop copying my forecast (g).>>>
Zeev, In fact Sy Harding didn't copy it from you. He copied it from Steve Roach who sure did copy it from you. -G-

Global: Double-Dip Alert
Stephen Roach (New York)
morganstanley.com

Global: Shiny Euro, Tired Dollar
Stephen Roach (from London)
morganstanley.com