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

To: TobagoJack who wrote (41480)	11/15/2003 7:28:07 AM
From: Condor	Read Replies (1) \| Respond to of 74559

My mom had always taught me, ‘when coming to a fork in the road leading to different directions, take the path that leads to more options’. WoW ! My mom had always taught me, ' when eating supper eat your broccoli or your ass is grass'. cheers C

To: TobagoJack who wrote (41480)	11/15/2003 9:00:59 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 74559

great thoughts, a potentially timeless film...and you've got all the questions. here's some "what is" we've not had the contraction yet (which means we've not had the deflationary scare to bring the hopes of 2003 down to lowest bended knee)... I counsel patience. We've not had the full effect of ticker tape benjamins raining all over the parade route... I counsel patience. We must have the scare first. We must be prepared to wait while Mr. Market and Mr. G9 and friends fight to the last men. We know evolution takes time, and This Mr. Market has proven this to be true over and over and over again now for YEARS in New York, DECADES in Japan, and in China (they have no experience yet in the art of robbing peter and having to pay paul)they will learn what "communists turned into businessmen" can and will do. All bets rest now on extreme positions and manic behavior. They are placed to make more noise, not because the sounds are sound. Meanwhile quiet people are quietly waiting, watching the mise en place develop, the mixture, and mold, the oven.... another cake. we're not done with the first script yet, and the second one will be a product of the first. Never rush a good recipe <g>

To: TobagoJack who wrote (41480)	11/15/2003 11:09:44 AM
From: BubbaFred	Respond to of 74559

Jay - This is an interesting reading and enjoyable reading for me. Your Inner Spock November 14, 2003 By John Mauldin Bringing Out Your Inner Spock Solving the Mutual Fund Problem What a Tangled Web We Weave A Little Emotion is a Good Thing On the Home Stretch And a Little Due Diligence frontlinethoughts.com "What a Tangled Web We Weave" (1) You know less than you think you do. (2) Be less certain in your views, aim for timid forecasts and bold choice (3) Don't get hung up on one technique, tool, approach or view. Flexibility and pragmatism are the order of the day. (4) listen to those who don't agree with us. (5) You didn't know it all along, you just think you did. "We are still subject to the emotional pulls and pushes that motivated our ancestors from times even before the Medes were trading with the Persians. We make the same mistakes because the emotions with which we have been endowed were ideal for hunting and gathering, or living in small agrarian communities, but create problems for us when we take those skills to the hunting plains of Wall Street." "This nest section is based upon the rather substantial and very impressive research of James Montier, the Global Equity Strategist for Dresdner, Kleinwort Wasserstein Research based in London, England. He is the author of the well reviewed and very readable (thus unusual in its field) book called Behavioural Finance - Insights Into Irrational Minds and Markets. He has produced a large body of work analyzing numerous books, studies and research papers on the neurological and psychological reasons for our investment decision making process. Rather than quoting his works at length, he has graciously consented to let me use a few of his papers as the base for this chapter. I have edited and added a few illustrations and examples, but the bulk of the material and conclusions is the fruit of years of his concentrated research. " frontlinethoughts.com

To: TobagoJack who wrote (41480)	11/17/2003 8:16:10 PM
From: Mark Adams	Read Replies (2) \| Respond to of 74559

What do THEY want us to see? What do we think we see? What should we be seeing? How little we know how much effort expended in the production of sound bites, capable of swaying support in one direction or another. That our 'regularly scheduled programming' is that, indeed. How is it that no one seems to have a vested interest in telling Americans they pay 4x the price for sugar as the Rest of the World? A 16 cent tariff on a 6 cent production factor. A legacy put in place in the name of 'helping' US sugar farmers. Do not the American consumers realize this 4x cost factor trickles through the production works, inflating the cost of any and every food product which uses sugar? Do they not understand the resulting higher food costs mean American's must charge more for all types of labor? Making American labor uncompetitive on the world markets? Is it not apparent that sugar is at heart a fuel, and higher fuel costs act as a hidden tax and drag on the entire economy? Do they not realize paying 4x the world cost kicks off a long sequence events which ultimately builds interests in maintaining the status quo? Even if the status quo isn't optimal? That the Candy Mfg, who builds a Brazilian factory thus shifting production offshore, may oppose removing the tariff, lest he face competition unburdened with the extra shipping costs? That this shipping not only consumes fossil fuels, produces unneeded pollution, but also ties up labor which could otherwise enjoy beaches standing ready in the sun? American's rally in support of reform for exploited labor of the world, totally oblivious to their own exploitation. If packaged into a sound bite, would America hear?