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To: David Zgodzinski who wrote (169173)	5/30/2002 8:32:52 PM
From: Box-By-The-Riviera™	Read Replies (2) \| Respond to of 436258

kudlow is a right winger hoping to do a move from popular tv to appointed politics... his crap is saturated with washington week in review panel moronics. just my humble opinion david <g>

To: David Zgodzinski who wrote (169173)	5/30/2002 10:54:44 PM
From: patron_anejo_por_favor	Respond to of 436258

<<He's bullish on a "little whiff" of inflation. Kudlow always liked a little whiff of this or that and he never let it get out of hand.>> Exactly right, Dave. Kudlow's main (faulty) assumption is that cycles in money supply, inflation, unemployment will continue to move in tiny increments. He ignores that too much debt and leverage has been built in, rendering the whole infrastructure unstable and therefore 3 sigma events (i.e., LTCM) become almost inevitable. It's what Doug Noland is always harping about in his references to "financial systemic fragility". Kudlow is of course by no means unusual in holding these views, it's the dominant paradigm on Wall Street.