Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mannie who wrote (46537)	1/16/2002 4:40:44 PM
From: Jim Willie CB	Respond to of 65232

reality water splash into face JPMorgan and Intel offer clear forward guidance extrapolating to the whole economy is getting easier recovery will be slow recovery will be late recovery in technology might be last recovery in telecom and fiberopt might be next year banks will be showing summo losses sliding dollar might lead to slightly faster recovery than expected but at the expense of stock index prices poor job market will weigh down property values as the economy does recover, higher mortgage rates will lead to lower property values even further the more the Fed infuses cash into money supply, the more guarded the bond vigilantes are for imminent inflation they are probably way early wrong, but higher rates have happened nonetheless (I love that word "nonetheless") chasing momo stocks will get you killed holding value stocks will buy you time microcaps with value are the safest imho cash might be best buying jerkweed stocks like CSCO and INTC at 3-7x growth is a prescription for soiling one's undies big name = big losses nonethemore how do we price stocks as MidEast wars widen ? / Jim