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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (4511)	1/6/2004 7:08:47 PM
From: yard_man	Respond to of 110194

need to give him more credit >>Although we believe the dollar is a huge key to the future of the US financial market, drawing simplistic conclusions regarding shorter term dollar and global currency movements is anything but shooting fish in a barrel as we move ahead. << I agree wholeheartedly with that -- that recycles some of his recent subscriber stuff.

To: ild who wrote (4511)	1/7/2004 10:18:33 AM
From: russwinter	Respond to of 110194

Some terrific insights here. Here's one, and this would seem to confirm it, at least in consumer electronics: biz.yahoo.com CI: "After listening to many a bullish commentator gush over communication equipment strength in recent months, theoretically validating the tech equity rally, orders for communications equipment dropped 40% in November. The largest one month drop in seven years. More broadly, orders for computers and electronics dropped almost 11% in the November report. Could it be that some of the recent capital spending strength in tech was simply channel stuffing? If so, it's a very good bet that tech stocks lose their leadership mantle in 2004. (We expect this to happen anyway regardless of a potentially high amount of tech inventory in the channel.)" Fleckenstein saying the same thing: moneycentral.msn.com