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Re: [RT] GEN: CONTROVERSIAL ECONOMIST....



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  <FONT face=Arial color=navy 
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  style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-font-size: 12.0pt">Duke
  <FONT face=Arial color=navy 
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  "The Secret to 
  the Market is Rotation, Rotation, Rotation." The Frost Sector Rotation Fund is 
  part of the Frost Bank family of Funds. (CFR-NYSE)
  <SPAN 
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  <SPAN 
  style="COLOR: navy">Duke,
  <SPAN 
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   The 
  secret of identifying a major bottom relates to an old Wall Street adage which 
  goes "when they raid the brothel everyone goes including the piano 
  player".  The only rotation which will help you in a major stock market 
  bear market is rotation out of stocks until you see the "piano player" in the 
  pokey.  The piano player is symbolic of the segment everyone thinks is 
  exempt from getting raided. 
  <SPAN 
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  <SPAN 
  style="COLOR: navy">Cheers,Norman
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  <FONT face=Tahoma color=black 
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  style="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Tahoma">-----Original 
  Message-----From: charles 
  meyer [mailto:chmeyer@xxxxxxxx]<SPAN 
  style="FONT-WEIGHT: bold">Sent: Tuesday, July 23, 2002 2:41 
  PMTo: REAL 
  TRADERSSubject: [RT] GEN: 
  CONTROVERSIAL ECONOMIST....
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  <FONT face="Courier New" 
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  style="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: 'Courier New'">Group-<FONT 
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  style="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: 'Courier New'; mso-fareast-font-family: 'Courier New'">This 
  guy; who lives I believe in Dallas; wrote some book a few years 
  backexplaining various historical economic cycles.  One of 
  these ideas was thatthe U.S. economy was facing a deflationary 
  environment.  His book came outjust at the wrong time--1997 
  to 1998 time frame I believe--just when themarkets took off to 
  the upside.  I recall visiting his web site 
  whichcontaineda great deal of information.  
  Does anyone here recall this guys name; or hisweb site 
  address?  
  Thanks.chas<FONT 
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