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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (5199)	3/31/2009 12:38:10 PM
From: RockyBalboa	Respond to of 6370

Thanks... we will see a bit better after companies report earnings. Lennar was a good test in that regard. It ran up a lot in the general uptick since mid march, but business at Lennar is still very poor. The Stock lost most of its recent gains.

To: Bill Wexler who wrote (5199)	4/1/2009 8:35:54 AM
From: RockyBalboa	Read Replies (1) \| Respond to of 6370

Agreed.... also see ADP report still showing dreadful numbers. But - people who are out of work spend more money in the short term. Must be short term bullish. ADP Employment Change (Mar) Actual: -742K Cons.: -660K Previous: -697K this begs the question, of course, if reflation efforts will be strong enough to restart the home equity ATM (and banks willing to operate these ATMs again). The March employment figures raised a lot of questions. For example, in Germany March employment was lower than February employment. One has to go back until 1928 to see such a phenomenon. Clearly, this time with construction work lagging both due to the economy and bad weather the figures may be skewed. Then, employment figures tend to be a lagging, not leading indicator.

To: Bill Wexler who wrote (5199)	4/2/2009 12:19:05 PM
From: $Mogul	3 Recommendations Respond to of 6370

MANY ARE IN FOR QUITE A SHOCK. They buy when they should be sellign and sell when they should be buying. Mkt very expensive here, 17-19x SPX forward earnings.