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To: GrillSgt who wrote (152394)2/20/2002 12:02:19 PM
From: patron_anejo_por_favor  Respond to of 436258
 
I like Roach's take on the consumer sector...he believes that the 2nd dip (of the "double dip" recession) will be consumer driven, based on debt saturation, "borrowing forward" to maintain consumption patterns in Q4 and Q1...predicts it will happen no later than Q2 or Q3 of this year. I have a few poots in HD and FD, and will roll over to longer term instruments (maybe even short the common) after March expiration. It's not a question of if, but when.