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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (3916)	12/10/2003 1:55:29 AM
From: LAWRENCE C.	Respond to of 23958

Gold higher, dollar lower. forbes.com

To: Sergio H who wrote (3916)	12/10/2003 2:10:17 AM
From: LAWRENCE C.	Respond to of 23958

1. Federal deficits are growing. 2. Price of treasury bonds will plunge because of competition for borrowed money. This will hurt housing which has been strong and financial stocks. 3. The dollar will continue to fall. The only question is how fast. 4. The rate of inflation will accelerate. This will hurt industries with tight margins. 5. The recovery will run out of stimulus in 2004. And go downhill. 6. Housing, airlines, and autos will get killed. Housing will get hit by rising interest rates. Airlines will get hit by rising fuel costs. Car makers will get hit for several reasons: a. They've eaten up future demand with their 0% percent financing. b. Higher interest rates will discourage new car buyers. c. Carmaker's cost of materials are going up. d. Their high-margin business is in SUVs. Gas prices are going to jump causing a drop in SUV sales. Lawrence