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To: Box-By-The-Riviera™ who wrote (179348)	7/12/2002 2:53:19 AM
From: clochard	Respond to of 436258

WMT stock has one problem: if they do well, their stock might get sold because its a defensive play. Kind of a little paradox in its own right.

To: Box-By-The-Riviera™ who wrote (179348)	7/12/2002 7:02:59 AM
From: yard_man	Read Replies (3) \| Respond to of 436258

nice -- now will somebody ask GE what is happening to turbine orders and what they expect will happen to prices goign forward, but forget it for now and let's party <vbg> I don't want to be out of the golds very long. I think we will see nasty price inflation in foodstuffs and fuel, but big ticket items will drop. Dude is right about WMT on all counts. If this turns into a multiday lovefest, I'm going to sell it at the end.

To: Box-By-The-Riviera™ who wrote (179348)	7/12/2002 7:16:20 AM
From: MythMan	Read Replies (1) \| Respond to of 436258

can't he sue you for posting that?

To: Box-By-The-Riviera™ who wrote (179348)	7/12/2002 7:27:07 AM
From: orkrious	Respond to of 436258

I think is telling us something about where long-term interest rates are headed once stocks put in some sort of Summer low. You can’t have the dollar enter a bear market and expect foreigners to continue to buy our debt, and that means that rates are going to rise once the domestic flight to “quality” bid is removed. I found the above interesting. Interest rates rising from a summer stock market low is completely contradictory. Once interest rates start rising (or the market anticipates it), the summer low is going to get lower.

To: Box-By-The-Riviera™ who wrote (179348)	7/12/2002 7:33:57 AM
From: Giordano Bruno	Respond to of 436258

Enlarge This Image -vbg- nytimes.com

To: Box-By-The-Riviera™ who wrote (179348)	7/12/2002 8:23:02 AM
From: Tom M	Read Replies (3) \| Respond to of 436258

seems to me we "have" to have deflation regardless of Fed. If "broke" is zero dinero, well many are worse off than just broke - they have nothing and then owe debt obligations. Houses are clearly as overvalued as Naz 5000. I built my house so I know what the costs are. Construction materials have never been cheaper due to production efficiencies. People are simply paying way over cost for shoddier (particle board/chip board/razor thin veneer) construction. When will reality set in I dunno. Maybe when people start being skeptical when they're asked "do you want fries with that McMansion".