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


To: stockman_scott who wrote (46844)1/23/2002 5:58:28 AM
From: Clappy  Read Replies (1) | Respond to of 65232
 
This guy cracks me up....what a hoot -- they ought to give him a talk show...=)


Especially, if he is right...

...CNBC would have him replace Squalk Box.

Scary Stuff.

I bet even when it's full, his cup looks half empty.

-Clappy



To: stockman_scott who wrote (46844)1/23/2002 10:40:12 AM
From: Jim Willie CB  Read Replies (3) | Respond to of 65232
 
MacIntosh is right about JPMorgan-Chase
it will go down in flames within two years
and thus eclipse Enron as world's biggest bankruptcy
Enron and Argentina are the tip
the rest centers on their Derivatives Monster
it is rumored to involve over a $ trillion

he is also right about the China Effect
it will gut most of Asia's mfg
until all of Asia is as poor as Philippines and Malaysia
as well as most of US mfg
this is the flipside of the Japanese Tsunami -- deflation

Business Weeks says we are not in midst of deflationary cycle
I think they are dead WRONG
/ jim