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To: ild who wrote (272501)	1/3/2004 5:32:55 AM
From: Square_Dealings	Respond to of 436258

<In short, US equities offer limited up-side potential but entail, in my opinion, high risk and should best be avoided.> I'm as bearish as this guy in general, but I still see opportunities in the stock market, some energy cos. should do well for ex. I think another good place to look in 2004 is in the water and wastewater services business. China is running out of water just like we are. GRC, AMN, WTS, TII, INSU have solid business opportunities for 20-100 years imo. And environmental cleanup cos. should do well as some shock and awe sets in as to what we have done to the planet environmentally. for ex. BEL, ECOL, CLHB, DRTK I am long most of these, and short the NAZ and SP. The hombuilders, mortgage lenders and money changer stocks like big banks are probably shorts of a lifetime imo. M

To: ild who wrote (272501)	1/3/2004 9:13:48 AM
From: UnBelievable	Read Replies (1) \| Respond to of 436258

He Of Course Is Correct As was Keynes when he said (sic) that the markets ability to stay irrational is greater than your ability to stay solvent.