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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (28537)	4/27/2005 10:15:43 PM
From: Bearcatbob	Read Replies (2) \| Respond to of 314043

Tai, I must admit I am puzzled. From a business standpoint both orders and inquiries are good. I think there is a lot of confusion out there. Also, the internet is amazing. If it were not for certain boards I visit I would not know why the C$ is so weak. My contention all along is that while the US has trouble - we are not alone. Although i must say I am amazed at the apparent chutzpah of the Adscam (sp?) scandal. Did they ever think something like that could be kept quiet. So - IMO - the basis of the Euro is none. Now the base of the C buck is in question. You guys need an Abraham Lincoln. If nothing else - that issue is settled here. Speaking of old Abe. This winter I did a paper on Stonewall Jackson's Valley Campaign - Shenandoah Valley - Harpers Ferry to Staunton. Anyway - this weekend we are visiting the Valley. My wife is humoring me on this one. So now it looks like rain - but hey - it rained during the Valley Campaign - so I hope the rivers are full so that I can get the full historical perspective. Bob

To: Taikun who wrote (28537)	4/29/2005 5:59:28 AM
From: 8bits	Read Replies (2) \| Respond to of 314043

Well Don Coxe has stated repeatedly that his timeframe for investment is 5 years and that he does not have a good record for short term calls. Nonetheless about a month ago after the AIG problems he started sounded more bearish overall on the market and suggested listening up on equities. He clarified his stance on his April 22nd conference call and said that he thought Base Metals and Oil would continue the market but that doesn't necessarily mean BM and Oil stocks would rise in nominal terms for the year but in relation to the rest of the market. (IE if the broad market goes down 10% and Resource stocks go down 5% that's outperformance..) He did state that there might be consolidation in the market for medium size companies and that is why he will continue to hold select Natural REsource equities. He stated he is not the kind of person that goes to 100% cash.