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To: patron_anejo_por_favor who wrote (286566)	5/9/2004 10:44:26 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 436258

Barron's mini review: Not a great issue. I think the problem is that the letters have been crappy the past few weeks. They are usually the liveliest part of the rag. 1. Abelson's column is penned by Randall Forsyth this week, and he does a good job. He makes fun of Greenspan's J. Alfred Prufrock attitude, which is a much better poem that the one they used for "Cats." He says "a measured approach" ain't gonna cut it. Trey Reik, a hedge fund manager at Clapboard Hill Partners (good fund, horrible name) likes gold. No matter what Greenie does. He quotes bankruptcies up 7.5% in 2003, when rates were low. Of the $2.5 trillion in new consumer debt over the past 3 years, half is variable. Ouch! And, he uses the Austrian economists' term, "crack-up boom", just like Russ Winter. I still can't say I understand the term, but, basically, prices go up on everything and people rush to buy before they go up again. I agree with the idea but it doesn't crack me up. <G> He also quotes Roach a lot. 2. Tyco is golden again. They really will hold the football this time, Charlie Brown. 3. A nice piece on Williams Companies. I root for them as it has been kind of lonely in Williams Tower since they had all those layoffs. 4. A tech hedge fund loves Marvell, QLogic and some others. Hates PMS-Sorryea. 5. A recommendation for REITs now that they've fallen. 6. Epstein buys into the Jobs Report, seemingly without being aware of The Birth/Death statistical "adjustment," that accounted for nearly 94% of the gains. Oh, well, I'm sure he's too busy writing economics columns to actually read the reports. 7. Hotel stocks are "frothy." Shoot, turn down the A/C and lose the lisp. <G> 8. Andor, a tech hedge fund run by a former Goldman analyst, seems to be hitting the wall. Running money is not like writing reports where you can always use the other hand. You're not in Kansas any more, Mr. Analyst. 9. Peter Morici of the Bob Smith School of Bizwax at U. of Basketball in College Park, Maryland wrote the only interesting letter this week. The good professor doesn't seem to think that our trade deficit is as wonderful a thing as The White House would like us to think. What a crackpot. Trade deficits are good. Don't they know anything in Maryland? <G> 10. An editorial claiming that nobody will buy Google. Not according to my phone calls. That's all folks.

To: patron_anejo_por_favor who wrote (286566)	5/9/2004 1:34:50 PM
From: mishedlo	Read Replies (1) \| Respond to of 436258

Deep divisions are emerging at the top of the U.S. military over the course of the occupation of Iraq, with some senior officers beginning to say that the United States faces the prospect of casualties for years without achieving its goal of establishing a free and democratic Iraq. Their major worry is that the United States is prevailing militarily but failing to win the support of the Iraqi people. That view is far from universal, but it is spreading, and being voiced publicly for the first time. washingtonpost.com