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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.