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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (2654)	3/22/2004 12:13:17 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 116555

Mike, Buffet was highly critical of the stock market in its final two years before the bust he was hardly "merely standing aside with disinterest" he said tech valuations were absurd, which is not a neutral stance he debunked the New Economy myth, again hardly neutral the fact that he avoided shorting tech stocks does not make him a sideliner he actively warned investors to be careful of the bubble the soybean argument is pure straw dog if one never comments on soy, never invests in soy, and does not care about soy, then you make a valid argument the argument does not transfer to Buffet and tech stocks you will give no ground on this, because your timeframe is much shorter than Benson's it is not a bad miss to point out an unsustainable, yet powerfully critical, factor in Asian subsidies only a very bad miss if you wish to trade on leveraged interest rate vehicles hats off to you, for your success enough, jim