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


To: Murrey Walker who wrote (49425)4/3/2002 11:46:02 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
ok: QQQ, silvers, SPX, TBonds, WalMart, QCOM, and condo

what a joke
you go ahead and seek out the mediocre
I will plan for a near perfect storm whose indications are screaming
good luck to you
I honestly believe that the entire US stock and bond market will experience an upheaval soon
with sliding dollar, higher inflation, scandal revealed in gold/silver, more bankruptcies, more corrupt balance sheets, and possible a very high profile failure like JPMorgan

we at serious crossroads now
the entire stock market, bond market, and housing market are now holding Fed GreenBubble hostage
the dollar is way high
trade deficits are ballooning again (a sign of health?)
federal deficits are resuming wartime heights
money supply rising by 30% in under two years
inflation the worst monetarily in several decades
bubbles shifting location among asset classes
spectre of war widens

and all is normal?
no, this is a time to choose not which basket of stocks to buy
but rather which asset class is best in an approaching tumult
time to use your head, read history, and analyze
then if willing, place some bets
not 100%, but certainly not diversified, which is utterly stupid

you sound like a smart sheep who chooses not to think
/ jw



To: Murrey Walker who wrote (49425)4/3/2002 12:12:20 PM
From: Jim Willie CB  Respond to of 65232
 
I do have some balance now
my holdings are oil/gas and silver now

thinking about electric generation
thinking about copper and platinum
always thinking about biotech
but imho natural resources are dynamite now
and paper assets are to be skewered all year long
i.e. stocks, bonds, debt, currency

because paper assets are built upon confidence, heavy leverage valuation, deception of promoters, illusions of no inflation, excess supply

natural resources are built upon ignorance of shortage, low leverage, tremendous pricing power, little/ifany vested investbanker promotion, reality of inflation, shortage of supply, growth in demand (esp in developing nations)
/ jim