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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?


To: J.T. who wrote (15915)1/28/2003 9:51:09 PM
From: jtech  Read Replies (1) | Respond to of 19219
 
<<As it is, we must take out the deceiver before any chance of healing can begin in the political economy.>>
Just because Bush is an idiot doesnt mean someone should take him out.Wait a couple more years and well toss him out on his ears.



To: J.T. who wrote (15915)1/28/2003 11:09:03 PM
From: James F. Hopkins  Read Replies (1) | Respond to of 19219
 
RE >> And as long as the war drums keep beating without
resolution light at the end of the tunnel,
there will never be capital build-out. <<

Taht is perhaps the biggest part of the problem,
but not all of it.
We also have to have capital to build out with,
but what we have is more debt than capital.
It's not just State budgets that are in a bind,
its a lot deeper than that.
----
A few Billion here and there would not be so
bad, but over 7 trillion $,
has gone to money heaven, bailing that
out seems to be more than low interest
rates can manage to do.
---
The game is a consolidation of power..
they bust every thing they can
and buy the pieces for pennies
on the dollar, it's called monopolization.

Meanwhile beating the war drums
to distract every one..
This market don't have a prayer if oil stays above
$30 a bbl.
The only other way out is massive inflation,
stocks may go up if we inflate enough, but
what good will that do if our cost of living
goes up even faster.

They have the market just where they want it,
and it's not coming out until the Oppenheimrs' of
world want it to.
I can't prove it but I'll bet 70%+ of all the known oil
reserves in the world have been sold
forward..( at much cheaper prices ) and
the gang I'm talking about owns the
contracts.
Jim.



To: J.T. who wrote (15915)1/29/2003 5:40:31 PM
From: yard_man  Read Replies (1) | Respond to of 19219
 
>>And as long as the war drums keep beating without resolution light at the end of the tunnel, there will never be capital build-out<<

JT are you saying that the only reason that businesses are holding back on new capital investment is because of Iraq??!

Could it be that capital investments are simply made on the expectation of recvng a return on investments and that those expectations are not very high -- sans any considerations of Iraq??

Let's take autos for instance -- not a lot of capital investment being deployed there -- is it because of Iraq or because the companies have a clue that 0% an other incentives have already pull the next three years demand forward so that only lower prices and more incentives even have a shot at inducing more purchases??

And what about semi chips?

How does war have anything to do with whether or not these folks can make a profit or not and whether or not they are going to make capital investments -- surely you don't believe that capital spending will pick up again just like that as soon as Sadam is removed??

We've had 12 rate decreases and capital spending has not picked up -- it continues to be cut -- while consumers continue to spend -- could it be that something else is wrong?? Could corps be starting to think about repairing balance sheets and simply surviving what they know will be a protracted downturn?? And what happens when individuals think about balance sheet repair??

For the life of me, I can't see where you get your macro basis for this lift-off that's coming. Second half has become a mantra for the financial community and the Fed -- I'm frankly shocked that stocks haven't crashed, but that may be on the horizon from what I can tell.

What sectors do you see as starting up large amounts of capital investment as soon as Sadam is taken out??



To: J.T. who wrote (15915)1/29/2003 6:37:44 PM
From: yard_man  Read Replies (1) | Respond to of 19219
 
nothing but a lack of confidence?? maybe not JT

>> A lot of energy has been devoted to whether there will be a double-dip into recession. This is the wrong question. What really matters, instead, is whether capital spending will rebound after its steepest decline in the whole postwar period. This is also a question that can be answered with reasonable foundation from the available data.

If yes, the U.S. economy has a chance for a sustained recovery. If not, it will be Japanese-style near-stagnation and sub-par growth for years to come. We think the prevailing conditions speak overwhelmingly for the latter.

<<

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