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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: lurqer who wrote (9609)	11/19/2002 1:54:16 PM
From: stockman_scott	Respond to of 89467

Comparing the worst oil spills news.bbc.co.uk Analysis: Vulnerability of single hulls news.bbc.co.uk Tanker crisis hits Galician economy news.bbc.co.uk Oil spills: What is the long-term damage? news.bbc.co.uk

To: lurqer who wrote (9609)	11/19/2002 2:01:10 PM
From: stockman_scott	Respond to of 89467

lurqer: Good find from Morgan Stanley...thnx for posting it -- its one of their more bearish reports though...this passage caught my attention... <<...If I am wrong in making the assumption that the US economy double-dips, then what we are witnessing could indeed be the beginning of a structural correction, I concede. Notwithstanding this possibility, I continue to believe that there are few reasons to expect a recovery in capex. Corporate de-leveraging and balance-sheet cleanup may have indeed been taking place. However, this does not mean that the money saved will be spent. Japanese corporates have relatively healthy cash positions precisely because they have stopped investing and dis-saving like they did in the 1980s. The irony here is that if the US corporates "do the right thing" in shrinking their balance sheets, I believe the US economy will likely double-dip...>>

To: lurqer who wrote (9609)	11/19/2002 4:28:53 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 89467

reply from Sinclair to a silly email two weeks ago his reply: Pains in the ASS is so right. They are driving me nuts. Jim my message to him: Big Jim, I am a longterm stalwart, unshakeable in dedication holding long all thru the summer and autumn except for some dabbling out then back in you are dealing with a casino gambler mentality their hordes contribute to the precmetal sector volatility give them HELL, they are a pain in the ass and a symptom is a totally effed up society of investors I continue to hold a few gold miners, unhedged, with great leverage they are regarded as "perpetual warrants on the gold price" that puts me in the minority of your email nitpickers do yourself a favor, and simply delete their worrywart messages !!! / Little Jim