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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (35012)	6/14/2003 6:24:38 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello energyplay, <<So this is the cusp, the change in direction. … a growing world economy>> If I subscribed to your Script, which I do not, I would be edging into US cyclical stocks, perhaps by shorting puts, or by going long equities, exiting non-USD currencies in favor of USD, experimenting with US real estate, and doubling up on my Japanese Yen loan. Since I do not believe there is a change in direction other than a substantial dead-cat bounce, I am not even remotely contemplating any of the above courses of action. I am concerned that, whereas I used to think I am an agent with free will, and that my gains come from anticipating the outcomes of Greensputin’s actions, I may in fact be a mindless sheople, driven around the financial-scape by the consequences of Bernankaput’s manipulations, edging ever-closer to the point of no return or negative return, to be finally sacrificed to the god of wealth. Do not tell CB about this article by N*land prudentbear.com (go to the speech which starts in the middle of web page). I am not an expert to either validate or refute what he wrote, but I have an odd feeling of … well, something akin to recognition of possible truths concerning “The Way We Were” and “The Way It is Now”. Reflecting on your analogy of automotive engine and consequent motion, I suspect the sequence of happenings may turn out to be: engine management fries, radiator boils over, block cracks, cylinders seize up, breaks fail, motion down hill on gravity assist, fuel catches fire, and service cost will be prohibitive. Chugs, Jay

To: energyplay who wrote (35012)	6/14/2003 9:54:34 AM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 74559

ep, 1) FED is stepping on the gas HARD, may have 50 bp cut soon. Yep. I agree. Never bought in to rates rising soon. The economy is too weak. Trust remain a good place and so will yield. .by fall we will be running on 7 of eight or stalled out. I think 7 of 8 is optimistic. Treading water is more likely. I think the US will need your number 4 to keep treading. as wealth redistributes. I don't believe in the 'collapse' but I think the effects of globalisation and spreading the wealth around the world are only beginning. There was a lot of inertia to overcome. Energy I don't know, but much lower I doubt, lower could be. Much higher doubtful. Welcome to a more equal world.... I continue to think a nice portfolio of energy trusts will fit the portfolio nicely. Reality may bite some folks and I agree it won't be easy. Gold as in good Canadian junior plays will make good money for investors. Chaff will blow away. For some reason I'm thinking wheat. And for the short term maybe a a little Japan ? And now the weather is sunny and above seasonal this weekend, finally. Time to do a month of yard work in a a weekend. regards Kastel