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Thoughts From the Frontline, July 2001

The Case of the Missing Bottom

July 26, 2001

This letter has some pretty important analysis, if I do say so myself. I tell you how we will recognize the bottom, and what can happen between now and then. You might want to forward this one to your friends.

Recession Blues

July 13, 2001

I laugh in the face of superstition over Friday the 13th. Nothing can be as scary or unpredictable as the stock market has been lately. Following these markets on a daily basis makes Jason seem tame. If you really want to see blood, you need to spend some time reading the recent economic reports.