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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (40877)3/29/2004 11:09:11 AM
From: Logain Ablar  Read Replies (1) | Respond to of 70379
 
Harry:

In the FWIW department my contacts in insurance and manufacturing are indicating a strong year so far.

Insurance in P&C is seeing the peak in pricing from the 9/11 CAT but life and financial products is picking up (reinsurance pricing was still hard with Jan renewals).

My two manufacturers have been strong since last May and are having a stong 1st qtr.

The employment want adds in Sunday's paper were @ least twice what I've been seeing for the past year (like 4 pages became 8, still not like in the hey day by any stretch). The managment recruiters I know are having a decent 1st qtr (after a disastorous two years).

In DEC zh projected the low to the day +/- i think and within his range. Last week he was thinking there was not enough fear and the low would be put off till next week but this am changed. Not sure what he sees now for the next week or two but his DEC forecast had the low around 1900 and then a strong run to over 2300 by June / July.

I'm still not fully invested. Only went to 25% last week (chasing on the day si was down). I'll start legging in in a little while.

now back to doing some a tax return.