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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Gersh Avery who wrote (61399)	12/10/2002 10:59:11 AM
From: robert b furman	Read Replies (1) \| Respond to of 94695

Fist off - I am a true believer it " IT'S ALL SUPPLY AND DEMAND" Secondly the dot com was overdone and it was a bubble - I know because I never bought any of it and watched with jealous disbelief. That being said the bubble has painted all stocks and I think that is unfair for valuations also. The scam of Enron and Worldcom have also painted all execs with the same brush - wrong brush for the majority of good hard working smart people - MANY with debt free corporations and with normal sales revenues - excellent margins. I see a return to just normal sales revenues and a reduction of doubt/fear which has wrung out most excesses of the bubble. This is an extremely good and powerful cleansing. Get that accomplished and the trillions of money sitting on the sidelines (earning next to nothing) coupled with the governments aggressive money printing and we will see a slow at first reallocation of money into equities. When that happens (I think it is beginning now) the shorts won't enjoy their fear laced easy covering opportunities.That will add to the slow bleed of money into equities. Then the LEMS will begin to say "Com on in", "the water is nice" and we will see a new cycle. It is not the end of the world - it is the same old stuff and it has already been 3 years- ok it will be 3 years in March.gg These are just cycles - this one longer because the last distribution top was exceptionally high. New leadership will be highlighted while the better of the last cycles leader's will get back to healthy again. I don't expect the Mania to return to the past players - but that doesn't mean there can't be a double in them from the trough. JMHO But I do know it is all supply and demand. This talk of Japan and Armageddon are just MOMO bears - like Dow 16000 were MOMO bulls. Bob There is a lot of money out there and the last generation isn't making it on 1%.