monday market mutation, page-78

Ard:

"key point here is that they still don't understand the loss on these toxic debt packages that are still out there. I think its going to be a phased problem with periodic writedowns as they slowly get an understanding of the magnitude of this issue."

Agree!


JD:

"Dow trading on Friday was positive except the banks due to they writeoffs but the rest of the economy is still steaming along if you believe the data."

Agree/Disagree! US was disappointing fri. Data couldnt have been more positive. Im a little worried about the effect of $100 oil on industrials.

Anyone worried about OIL or is it all FINANCIALS, FINANCIALS, FINANCIALS....