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was Ronin

12/09/03 4:22 PM

#179406 RE: Zeev Hed #179393

Zeev,

My questions were clumsy attempts at getting your thoughts on the economic outlook and Fed / Treasury activities next year.

I've read your map for the markets and certainly did not mean for you to repeat yourself. I wanted to understand the why's for your map.

Regards,

Warren
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All Mtn Ski

12/09/03 4:49 PM

#179421 RE: Zeev Hed #179393

Zeev,


It really is amazing how much you have to repeat yourself, and you're the one giving the sage advice/opinions for free. Sheesh, everybody wants something for nothing, then they want you to repeat it. After years of sharing your turnips, its impressive how cordial you remain....


A-M-S
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michalel97123

12/10/03 3:45 PM

#180047 RE: Zeev Hed #179393

Zeev,
I love your turnips. Think what they are telling you is that first quarter earnings will surprise up and that a rise in interest rates are still off the table. I wonder if the first quarter 04 market action will mimic 4th quarter 03, when folks get a bit nervous in march for awhile(like december) about greenspan, jobs, earning growth only to have another great quarter lift boats higher at the end of march into April? Maybe 2200-2300 by then??? mike