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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Pogeu Mahone who wrote (285863)	5/2/2004 10:50:10 AM
From: Knighty Tin	Read Replies (3) \| Respond to of 436258

Barron's mini-review. Some great stuff, more fluff. 1. Abelson says that the way to get out of Iraq is to make Saddam apologize on tv, promise not to do any bad things, then give him back the keys to the country. A better idea than Bush or Kerry has. <G> If Gadhafi can switch to a white hat, why not Sadman? Amazon is moving into jewelry. Bad move. Ebay will eat their ever-lovin' lunch, IMHO. But Abelson kind of likes it. 2. Did anyone know that Google was having an IPO? What a surprise! <VBG> 3. A kissy-face article for Vodafone. 4. 12% of money managers are bearish. Danger, danger, Will Robinson. 5. A questionable IPO of a firm that does questionable IPOs. Gotta love the sheer chutzpah. 6. A great piece on the manager of GMO Emerging Markets. It is fun to read between the lines: "Emerging markets are fairly priced to a little overpriced. But everything else is very overpriced." Another guy who has found stores that accept "relative dollars" for purchases. <G> He likes Brazil, Indonesia and Turkey. But says all bets are off if China really clamps down. It sounds like a guy who thinks a crash is coming in all assets, but a crash will come in his pocketbook if he doesn't say something nice about his fund. 7. The Administration is trying to cut cotton subsidies by allowing the WTO to do all the heavy lifting. Take that, you dumb states who voted red and haven't used Milo's strategy of putting chocolate syrup on cotton and forcing poor folks to consider it a dessert. (In Catch-22) It won't just be mfg. jobs leaving the US. But my next dress shirt could be much cheaper. "Cotton is down, to a quarter a pound, and I'm busted." Ray Charles. 8. An economist opines that we should export more. Duh! And I should date more supermodels. In both cases, we have a demand problem on the other side of the transaction. <G> 9. Jim Cramer defends his honor in The Mailbag section, saying he told everyone to short the stocks two months after he bought them at the top in April 2000. And he talks about his compounded return as a hedge fund manager. Odd, the last time I heard him talk, he was mad because clients had revealed a 2% return in 1999. Who knows. Hedge funds aren't regulated and returns are somewhat fungible in the reporting. That's all I could take. Had to watch The Kentucky Derby, you know. <G>