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Thoughts From the Frontline, September 2001

Ghoulies and Ghosties

September 28, 2001

From ghoulies and ghosties
And long-leggedy beasties
And things that go bump in the night,
Good Lord, deliver us!

--Old Scottish Prayer

The cheerleaders are proclaiming we have visited The Bottom. Dark as a Texas canyon at midnight, it was scary; full of bears and ferocious short-selling beasts. They are glad we have finally left it behind to enter the green pastures where bulls placidly graze. Now, after the shock of the last few weeks which triggered the sell-off they have been...

How Low Can We Go?

September 21, 2001

Our web site hosting firm has been victim to the recent nimda virus. While we are back up, we are not yet able to post this e-letter. It may be a few days. The cost of this virus world-wide is estimated in the billions. The virus was launched one week later to the minute of the World Trade Towers tragedy. These hackers, when caught, should do serious jail time.

Quest for Certainty

September 14, 2001

The tragic events of this past Tuesday weigh heavily upon us all. Some bear the horror of that event more personally than others. There is an almost universal searching for comfort, answers and action. Everywhere writers and analysts speculate as to what the outcome of these events should be or will be. Others openly share their pain and grief. It is the topic of countless media outlets, as well as the central discussion around dinner tables, offices and bedrooms.

Rather than echo what...

Hope Deferred

September 6, 2001

Finally, I give you an alternative mutual fund for your cash instead of money market returns.

A Glimmer of Hope on the horizon, but not much more. This week's e-letter has been difficult to write. There is a MOUNTAIN of data that I have sifted through, trying to read the future from the combination of facts and trends. Like reading tea leaves in the bottom of the cup and predicting the future, a lot depends upon the bias of the reader.

The most dangerous forecasters are those who tell...