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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (20777)	5/12/2004 1:10:31 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

The Fed won't be trying to slow the economy. They're just taking it off current life support. I agree with you that the liquidity scene is changing. Areas of the economy financed with free money will go through withdrawl, but growth is back and I'm betting that's where the investing will be going forward. Value (bonds and all the bond proxy stuff like consumer nondurables, real estate, insurance, banks...all the stuff I shoulda bought in 2000) is out; growth (like tech) is back in.