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To: Bill Harmond who wrote (10857)3/17/2002 2:47:45 PM
From: Bill Harmond  Respond to of 57684
 
Much (Misplaced) Ado About Consumer Debt


online.wsj.com



To: Bill Harmond who wrote (10857)3/17/2002 3:23:48 PM
From: stockman_scott  Read Replies (1) | Respond to of 57684
 
It's time for a good laugh...

66.30.66.160!!.wav



To: Bill Harmond who wrote (10857)3/18/2002 10:00:07 AM
From: Wizard  Read Replies (2) | Respond to of 57684
 
Barrons didn't give ISI enough space for Nancy to make their case this weekend.

Rates are bullish, oil prices are bullish but the key to coming GDP data are inventories... Inventories are much more depressed than 90/91 so realistic snapback scenarios are actually pointing to 5 to 6% GDP growth this year. ISI is using +4% GDP growth forecast.