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To: Earlie who wrote (145789)	1/23/2002 10:51:24 PM
From: John Madarasz	Respond to of 436258

anybody here familiar with the CPI-U and how it's used in the negotiation of business rental/lease agreements? Should this be of particular concern going forward from here given the possibility of greater than average inflation over the course of the next 3 years? TIA

To: Earlie who wrote (145789)	1/23/2002 11:19:01 PM
From: At_The_Ask	Respond to of 436258

Fabulous summation Earlie.

To: Earlie who wrote (145789)	1/23/2002 11:49:39 PM
From: John	Read Replies (2) \| Respond to of 436258

the SEC is best positioned to deliver bloody carcasses. They are merely another controlled puppet within the context of the big equation. They are a farce. They will do what they are told to do. We have just endured a mad bear market rally of rather epic proportions that has been supported by nothing other than hype, hope and fervent prayers. Very well said. John

To: Earlie who wrote (145789)	1/24/2002 3:34:19 AM
From: sun-tzu	Read Replies (1) \| Respond to of 436258

all good points earlie. i think it important to embrace all news and events. more importantly, one must anticipate the psychological trading front and augment your trading tactics appropriately. had i "ejected", i would have missed a very profitable day yesterday. nothing is black and white. nobody is bigger than the market and discipline always trumps conviction. nothing goes strait up or down. i am realistic, bearish and temporarily long.

To: Earlie who wrote (145789)	1/24/2002 4:04:13 AM
From: sun-tzu	Read Replies (1) \| Respond to of 436258

as an aside...in my IRA i have made recent purchases of AOL (30), HAL(10.05) and DIGL (6.9). My portfolio also contains DROOY, GCOR and half cash (was almost full cash until recently). i think that diversification to be reasonable and the entries to be appropriate. playin' the game to the best of my abilities. was VERY close to taking a nice profit on DROOY yesterday but didn't want to disappoint JG! i want to add some biotechs in addition to GCOR but will wait for panic first. (~)^(~)

To: Earlie who wrote (145789)	1/24/2002 4:41:22 AM
From: LLCF	Read Replies (1) \| Respond to of 436258

ROFLMAO!!! Stop trying to out grim me! <Q1 numbers are already destined to be worse than ugly, so I think the Q1 warnings period will be the worst we have seen for decades. > DKA

To: Earlie who wrote (145789)	1/24/2002 6:04:26 AM
From: sun-tzu	Read Replies (2) \| Respond to of 436258

We have just endured a mad bear market rally of rather epic proportions that has been supported by nothing other than hype, hope and fervent prayers. The Fed is about out of dry powder, the all-important U.S. consumer is tapped and machine-gunned by lay-offs. The PEs are over the horizon. In aviation terms, the stall warning horn is screaming and the artificial horizon is starting to spin. not to be sacreligious earlie, but what were you saying in january 1999?...just trying to bring out the yin and the yang my friend. ENE...LTCM Russia/Asia...Argentina noboday remembers LTCM and people will forget ENE. ahhahah comes on the thread glorifying Scholes as a pioneer yet he was completely clueless to Scholes recklessness in contributing to the demise of LTCM. Russia is now sitting pretty and putting the squeeze on OPEC. things change...it is my assertion that we need to look forward when crafting our trading thesis and not in the rear view mirror. yes, i think the landscape changed last week but i still do not feel that now is the time to press short positions. remember, the default move for the capital markets is up and the bears used an awful lot of ammo the last 2 weeks. patience is a virtue. (~)^(~)