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Re: chilo_bm post# 3193

Sunday, 02/09/2003 2:41:10 AM

Sunday, February 09, 2003 2:41:10 AM

Post# of 54408
HMMMM!!!

Damn,

No messages since Feb 3?......you guys have to much to say to be this quiet!


Question?

1.Considering the the US is on the threshold of war, and in the event the US will follow thru its promise to disarm, disleg, dehead,destroy,demean,discopulate( is this a word LOL).. Sadaam and his crew.Is the Geo-Political crap priced into the valuations of the market?Or if this Iraq stuff never existed, would the current valuations considering the lack of EPS growth and and top line growth in conjuction with sugar coated unemployment numbers mean even if there is no war,would this market still have much more down side then up?

2. And if no EPS and top line growth is not realized in the short term, and no significant cap x spending, then what?
Are we heading lower with the same short term bear market rally and then the usual( lets take advantage of this rally to cut our loses routine)sell off to follow?

3. Or is this Geo-Political back drop just merely a buying opportunity worth paying attention to?With new cap x spending dollars waiting to be spent only when the Iraq and North Korea problems are dealt with in a satisfactory fashion with the big money boys?

4. How does Gold play into all of this?

Just curious to see how you guys look at this .



Shooter

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