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To: Lucretius who wrote (226821)3/10/2003 11:34:38 AM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
Frenchies getting fried again:

finance.yahoo.com^FCHI&d=c&k=c1&a=v&p=s&t=2y&l=on&z=m&q=l

F*ck with the U.S., willya....<G>



To: Lucretius who wrote (226821)3/10/2003 11:38:03 AM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 436258
 
Bought a tiny sliver of HL, about a 20% position (about a 0.5% portfolio weighting) at 3.16. Gone if today's lows are taken out.



To: Lucretius who wrote (226821)3/10/2003 1:40:57 PM
From: yard_man  Respond to of 436258
 
>>And though he was once dubbed "The Bear of Boca" by The Wall Street Journal, Seabreeze Partners head Doug Kass has had a change of heart. The hedge fund manager sees the current environment as the near-polar opposite of what reigned in March 2000. The recent sharp drop in consumer confidence, he thinks, marks a final give-up, and he points out that past drops have preceded large rallies.

He believes that with a resolution in Iraq, oil prices will plunge, serving as a tax cut for consumers and energy dependent businesses, confidence will rebound, the risk-aversion that's bound up the economy will fall away, profits will recover and stocks will rise.

"Investors have given up," he said. "They're basically saying nothing can turn this Titanic of an economy around just at the time where it's probably going to turn around."
<<

RGLD is a nice leading indicator on the dirts ...



To: Lucretius who wrote (226821)3/10/2003 2:13:01 PM
From: MythMan  Read Replies (3) | Respond to of 436258
 
biz.yahoo.com