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Norman has a great camp...and hit the ball a mile with his sugar,
coffee and other picks. I just get concerned when the major rags
start to see that light...contrarian that I can be.
At the same time there are data that indicate the average market rise
of the third term of a Presidency is around + 20%...and the PE of the
S&P 500 is not super low, but it is nowhere near its peak.
John
------------------ Reply Separator --------------------
Originally From: "Steve Walker" <steve@xxxxxxxxxxxxxxx>
Subject: [RT] Commodities
Date: 01/12/2003 01:51pm
More are joining Norman's camp. In this week's Barron's, Marc Faber
and
Art Samberg say the new leadership is commodities and hard assets. I
heard it first from Norman over a year ago.
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