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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (10437)	7/17/2002 1:17:26 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 10921

federal debts might be around 2x now corp debts might be around 3x now household debts might be 2x now Please provide links. Debt in relation to size of the economy and debt compared to household assets should be the metric. the lack of capex response to 11 Fed cuts is critical and the lack of stock response to 11 Fed cuts Capital expenditure requires more than low interest rates. It will pick up when corporate profits pick up. next up is more layoffs, and their impact all around such as collapsed consumer spending patterns which will cut off capex completely then layoffs accelerate and wont stop until 10% then real estate gets whacked, the final bubble Layoffs are waning, job growth is beginning. The unemployment rate may rise a bit from here but the effects on consumer spending will be muted. Capital spending will pick up next. Real estate prices are not widely out of line, just in a few locations. keep playing contrary games until you are broke wont work, not here, not now a deep long recession is coming stocks forecast it, and dollar confirms it Unlikely. The recession is over in the U.S. Industrial activity is growing nicely. Global growth is accelerating and the lower dollar is a boon to profits. Never stay bearish too long. That is the worst mistake you can make. I still know people who sold AFTER the crash in 87 and are waiting to buy back in.