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Pastimes : A Jackass, his PAL(indrome), and GOLD -- Ignore unavailable to you. Want to Upgrade?


To: philv who wrote (53)1/7/2003 8:00:47 PM
From: Cogito Ergo Sum  Respond to of 1210
 
I listened to Kudlow/Cramer just after Bush speech. Kudlow was almost beside himself with enthusiasm.
I find it hard to believe that he really believes what he spouts...



To: philv who wrote (53)1/7/2003 9:06:51 PM
From: SOROS  Read Replies (1) | Respond to of 1210
 
I don't know. Current headlines seem pretty bullish to me:

GE's Largest Union Calls Two-Day Strike

Factory Orders Drop in November

United Unions Ratify Temporary Pay Cuts

Cigna Cuts More Than 3,000 Jobs

United Pilots Approve 29 Percent Pay Cut

Gateway Sharply Lowers Expectations

Delco Remy to Shut Down Anderson Plant

AT&T to Cut 3,500 Jobs and Take $240 Million Charge

Despite Dec. Surge, Auto Sales Fall in '02

Saddam to U.S.: Iraq Is No Afghanistan

U.N. Sees 500,000 Iraqi Casualties at Start of War

I remain,

SOROS (never odd or even)



To: philv who wrote (53)1/8/2003 11:49:39 AM
From: Jim Willie CB  Respond to of 1210
 
I dont regard Kudlow & Cramer tag-moron team as pure CNBC
they are relegated to the poorly viewed nighttime

we cannot grow out of debt this time
too much debt
too little growth prospect
too much capital equipment
too many used cars

when I make my statements about CNBC, they are motivated by observations I see in the primetime
that is 8am to 10am each morning
Haines, Liesman, Faber, Kernan
these guys seem to be slowly seeing some light
they are constantly doubting the mainstream now
they are confused within themselves
I see dissonance rising

K&C are just some sideshow to fill time
/ jim



To: philv who wrote (53)1/9/2003 3:11:44 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 1210
 
Hmmmm, seems to be (if you can look through the over-inthusiasm), Kudlow does "get it".... The fact that you can "grow your way out of debt" as a country, or a business, but not as a consumer actually shouldn't negatively affect the prospects for gold, seems to me. I'll add some more EP to the equation, but stick with a little GOLD, AU, GLG, or whatever, as SOROS' opinion of the negatives seems about on the money.
But maybe it's that doggoned econ degree way back when that messes up my mind like this.... Cheers
tso