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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Market Tracker who wrote (6006)	4/3/1998 9:15:00 AM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

MT: you were out there quite a while, saw more than the average kid on the street, what is your take on the US economy (I know you are not an economist so feel free to pass). To me today's job report is a reason for concern. I know many don't care about it but if you put it together with lower earnings, the strong dollar and the problems in Asia, which may soon spread to SA and you come up with an interesting mix. On MMs and cash. I know their mandate is not to hold cash but if they ever want to beat the market [in the long term], it seems to me that buying YHOO, AOL, AMZN, BFT is not the way to go about it. To me the most attractive investment around is T bills, for many it is probably the 30 year bond, based on a no-inflation outlook. IMO the yield curve is so flat that I don't find it worthwhile to take the extra risk. Today I may sell my G if I find a dummy who gives me 125 or better. Pancho