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

To: EL KABONG!!! who wrote (37161)	8/12/2003 7:56:46 PM
From: MulhollandDrive	Respond to of 74559

>>One thing that really bothers me about this survey is that the executives are saying one thing in the survey, but doing something else in terms of selling their holdings in their own companies. If they're so confident, why are they selling in record amounts right now? << good point. i heard that report today too..perhaps i'm just too cynical, but it occurs to me that those same execs may be expressing just enough optimism to keep investor psychology increasing while they are "optimistically selling" <gg> i see some of the signs of recovery too, however i think of it as more like "replenishing" than real organic growth...if anyone can point to real drivers of demand and expansion i would love to see it. consumers shop in this country for entertainment...it's never going to just fall off the map....but once that big surge of higher ticket items has been processed (how many big screen tv's, cars, stainless appliances and home computers will a person buy once they are "set") so the spending will tend more to the "consumable" side, and that will remain fairly static. there is no getting around the overhang of debt on both the corporate and consumer level. we've pretty much reached the point of diminishing return on refi's and that is why the execs are looking to tax reductions to increase consumer spending all that being said, it does seem like in the near term the economy is firming up, but i think one of the financial writers may have it down when he says we will continue to "muddle through"