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


To: Zeev Hed who wrote (39566)3/10/2002 5:36:15 PM
From: Steve Lee  Read Replies (1) | Respond to of 99280
 
Zeev, have your expectations of a double dip been altered by recent economic number release?



To: Zeev Hed who wrote (39566)3/10/2002 5:42:10 PM
From: TREND1  Read Replies (1) | Respond to of 99280
 
Look what Hal has left on the table !
SYM 3/1 3/8 %G Business
BRCD 24.92 29.48 18 network storage
BRCM 35.06 44.16 26 Home Network
EMLX 36.19 34.81 -4 network storage
GNSS 25.5 29.08 14 Chips
QLGC 43.06 51.36 19 network storage
Nasdaq 1802 1929 7 Nasdaq

This thread talks bear bear bear and Hal is really
worried about the 26% gain in BRCM he just missed.(g)

Larry Dudash



To: Zeev Hed who wrote (39566)3/10/2002 11:09:19 PM
From: Crimson Ghost  Read Replies (2) | Respond to of 99280
 
Zeev;

My problem is deeper than the "double-dip" scenario. With leverage in the system actually having increased during this "mini-recession, a huge rise in the money supply, and the balance of payments deficit barely dented, a return to strong growth could only happen at the cost of a steep drop in the greenback and/or a surge in interest rates well beyond current consensus estimates. That could be even worse for the stock market than a "double-dip'.