Text extracted via OCR from the original document. May contain errors from the scanning process.
From:
Jeffery Edwards<eevacation
macorn>
To:
Sent:
8/9/2008 2:44:25 PM
Subject:
Re:
Jeffrey would bet that the election needs some republican ease up, they will
do what it takes to give an impetus to a declining oil,and make liquidity
abound.. I think opportunity is huge, he sees no UNEXPECTED BAD NEWS, so
with the inherent uncertainty, it can only be better than expected, no one
is going to say, "OH I didn't realize it could be this bad. Therefore look
for cyclical bargains„ vegas, airlines, not freddie or fannie, but lehman
now looks sound, big buyers in the mid twenties.
On 8/8/08 9:21 PM, "
wrote:
<
> The push/pull between oil/china weakness and the uncertainty about
> financials and the US home owner is twisting the market in weird ways. What
> force wins? How would you bet?
> Let me know when I can visit.
> Jes
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