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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (8791)	3/27/2008 3:40:47 PM
From: chainik	Read Replies (1) \| Respond to of 50494

6. Insiders are buying big time 7. Sentiment surveys are at the level consistent with a major bottom. 8. Same for most of P/Cs (ISE EPC, CBOE EPC, OCC retail PC etc) 9. Hedge funds are net short 10. Is there anybody who is not familiar with bearish arguments 1-19? And 11 more from Kass: thestreet.com

To: jim_p who wrote (8791)	3/27/2008 5:27:01 PM
From: JimisJim	Read Replies (1) \| Respond to of 50494

OT-jim p: you are thinking of cicadas, not locusts... and they emerge every 13- or 17-years... No big deal... I just have that etched in my brain as the noise they made when they emerged when I was a kid in SW Ohio was enough to drive me stark raving crazy... Your Bear/Bull cases... interesting post BTW... Thanks, Jim

To: jim_p who wrote (8791)	3/27/2008 6:53:07 PM
From: crdesign	Respond to of 50494

I didn't realize I was on your 'a-hole' list until this moment. You must know a Dr. O. S. Dick. FWIW, your post I'm responding to is a keeper. Thanks, Tim

To: jim_p who wrote (8791)	3/27/2008 11:50:31 PM
From: Fun-da-Mental#1	Read Replies (2) \| Respond to of 50494

Jim, Here are two more for the bear case that are so obvious I can't believe nobody's said them. - First quarter GDP growth will be negative. - First quarter earnings will suck. Fun-da-Mental

To: jim_p who wrote (8791)	3/28/2008 8:22:13 AM
From: crdesign	Respond to of 50494

I'd like to turn your lists into a quasi Dewey Decimal system... Bull Case 2. The Fed has been aggressive* and very creative so far.* 2.01 The Fed is no Eli or Peyton Manning but does strongly resemble Jackson Pollack. Bear Case 5.Home equity loans were a primary source of credit in the past and that is not only coming to an end, but many of those lines of credit are being withdrawn or reduced. 5.01 The precipitous loss of stock value is another credit risk as insider stock shareholders may have borrowed aginst future gains. 5.011 See James E. Cayne's soon to be published Biography; 'Billionaire to a mere Millionaire, How the Bear Bit Me after 40 Years.' 15.There has never been a period of prosperity in history without abundant cheep energy. 15.01 Hence the case for Ford's sale of Jaguar & Range Rover to TATA of India. 16.The prosperity over the past ten years was driven primarily by cheep abundant credit and the banks do not have the balance sheet to expand credit. 16.01 see 15.01. I hope others can add to the list. Tim