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To: stockman_scott who wrote (9369)10/10/2002 10:44:27 AM
From: Sig  Read Replies (2) | Respond to of 13815
 
Simple themes like cash/assets ratio seldom produce good results.
How does one know what cash people have?. I know it is hugely greater than 20 or 30 years ago.
How about MM funds? Is a mortgaged house an asset?
Can state better reasons for market going down. Walmart and HD will run out of profitable locations to put in new stores. Begium may not welcome KKD or the Waffle House with open arms.
Sig