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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (30056)	3/2/2003 11:00:06 AM
From: Techplayer	Respond to of 57110

week preview: MONDAY The National Association of Manufacturers issues its annual survey, touching on the outlook for the economy and the impact of a possible war. Look for U.S. light vehicle sales to slip a bit for February, to an annual rate of 12.5 million units from 12.8 million, says MFR. The ISM manufacturing index for February is likely to dip to 51.0 from 53.9, predicts Goldman Sachs. N.Y. Attorney General Eliot Spitzer addresses the Wall Street Hedge Fund Forum. Markets close in Venezuela and Brazil through tomorrow. TUESDAY Fed Chairman Alan Greenspan addresses a bankers' meeting by satellite. Treasury Secretary John Snow testifies at a hearing on Bush's economic proposals. Exxon Mobil meets analysts. Network Associates holds an analyst day. Challenger, Gray & Christmas issues February job-cut data. Markets close in Indonesia and Malaysia. Xilinx speaks to investors. First Data meets investors. WEDNESDAY The Fed releases its Beige Book of regional economic activity. The Bank of Japan issues a decision on interest rates. Commerce Secretary Don Evans addresses the National Association of Manufacturers trade show in Chicago. Accounting-challenged supermarket retailer Ahold announces annual results. -------------------------------------------------------------------------------- Coming U.S. Auctions Day Yields (%) When Issued* Yields (%) Last Auction M $17.0 bil 3-month 1.165 1.175 $16.0 bil 6-month 1.16 1.175 * As of Friday afternoon. -------------------------------------------------------------------------------- THURSDAY The European Central Bank meets, and announces its decision on interest rates. Based on comments indicating weak growth and inflation by members of the rate-setting council, the ECB may well lower short-term rates. The Bank of England holds the second day of a two-day meeting, and issues its decision on interest rates. What if they gave an annual meeting and nobody came? Shareholders of Tyco International, if they make it to Bermuda, will vote on a resolution to change its place of incorporation to Delaware from Bermuda. Tech bellwether Intel gives a midquarter update. McData meets with analysts. FRIDAY February nonfarm payrolls probably fell 50,000 after gaining 143,000 the previous month, due partially to a reversal of January's seasonal job surge, and stepped-up factory layoffs, says Salomon Smith Barney; the consensus sees a 20,000 gain. Salomon sees the unemployment rate rising to 5.8% from 5.7%. Chief U.N. Weapons Inspector Hans Blix gives a report on inspections in Iraq. Microsoft pays its first dividend: eight cents a share.

To: Techplayer who wrote (30056)	3/2/2003 1:12:57 PM
From: X Y Zebra	Read Replies (1) \| Respond to of 57110

Good morning TP, Thank you for this info. I have listened to Mr. Faber's interview as well. In addition, I listened to the "Riverside conversations" between Marc Faber, Jim Rodgers and Daniel Yergin. When I finished, I was impressed by Mr. Faber's clarity and calm approach as to the current situation and I agree with his conclusions. Those remarks of Nov/02 by Mr. BernanKaput will be words to quote for years to come.... "just to make sure deflation does not happen"... I suppose for some they may sound like another lullaby, as for me... they are flashing neon red sign that clued me back into gold and hard assets (I wished I had seen it earlier)... so in may case, I shall remember him as Saint BernanKaput for now to eternity -gg As incredible as it may sound, the future of the US as far as the economy goes looks more like that of Latin America. In addition, I think that there will be some very dramatic changes in form and SPEED that many do not consider even possible at this time... "expect the unexpected" will be the norm. Given current policies by the US government, I would also be very careful evaluating investments in the US... this is hard to imagine, but I think that in years to come there may be alternative venues... I say this because the government may chose to start taxing quite heavily in order to pay prior commitments... and yes, real estate could be a possible target. Real Estate (location, location, location) and other commodities... particularly foods will do well... (at least protect against the inflation you talk about.) BUT the key would be zero or very small and well managed amount of DEBT. Some debt could be used, provided some protection against the possible rise in rates.. On the other hand, real estate in other countries may prove a better deal given the possibility of heavy taxation in the US just to illustrate, the CRB Index crbtrader.com CRB Component-markets CC = Cocoa (NYBOT) KC = Coffee (NYBOT) SB = Sugar #11 (NYBOT) CT = Cotton (NYBOT) HG = Copper (NYMEX) PL = Platinum (NYMEX) SI = Silver (NYMEX) CL = Crude Oil (NYMEX) C = Corn (CBOT) NG = Natural Gas (NYMEX) W = Wheat (CBOT) S = Soybeans (CBOT) LC = Live Cattle (CME) LH = Lean Hogs (CME) HO = Heating Oil (NYMEX) GC = Gold (NYMEX) JO = Orange Juice (NYBOT)