From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2492 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Thursday, June 13 2002 Volume 02 : Number 2492 In this issue: RE: [CANSLIM] "M" History RE: [CANSLIM] "M" History RE: [CANSLIM] "M" History RE: [CANSLIM] "M" History Re: [CANSLIM] "M" History RE: [CANSLIM] "M" History RE: [CANSLIM] "M" History ---------------------------------------------------------------------- Date: Thu, 13 Jun 2002 11:59:47 -0500 From: "Hill, Ernie" Subject: RE: [CANSLIM] "M" History This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C212FB.B934C610 Content-Type: text/plain I don't have a resource to contribute at this time but, I have seen two interviews lately on CNBC one with Art Cashin (an "experienced" floor trader) and the other with Warren Buffet. Both of these men made reference to a 17.6 year cycle and point out that the major bull market that ended in 2000 began in 1983. They both expect the next 17.6 years to be lean by comparison. Mr. buffet even went on to talk about how the market has performed all the way back to 1929, and pointed out the influence of this cycle and how the market was affected by it despite how the economy was performing. Unfortunately I did not have my full attention focused on either interview so I missed much of what was said about specific time periods and how the market related to the economy during those time periods. However, what I did hear did not sound very encouraging for the next 15 years! E - -----Original Message----- From: Kelly Short [mailto:kelly.short@neoris.com] Sent: Thursday, June 13, 2002 10:46 AM To: canslim@lists.xmission.com Subject: [CANSLIM] "M" History Since "M" is not being nice- I have focused my attention in the short-term on "M's" history over the past 100 - 150 years to try to better understand what makes this machine tick. I have found a couple of resources that cover this topic, provide timelines, etc. but would appreciate any known quality resources the group has used in the past for such purposes. Kelly Short Business Development Manager Neoris, Inc. (817) 731-0995 mailto:kelly.short@neoris.com http://www.neoris.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ****************************************************************** This email and any files transmitted with it from the ElPaso Corporation are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender. ****************************************************************** - ------_=_NextPart_001_01C212FB.B934C610 Content-Type: text/html Content-Transfer-Encoding: quoted-printable

I don't have a resource to contribute at this time but, I have seen= two interviews lately on CNBC one with Art Cashin (an "experienced" floor trader) and the other with Warren Buffet. Both of these men made reference to a 17.6 year cycle and point out that the major bull market tha= t ended in 2000 began in 1983.

 

They both expect the next 17.6 years to be lean by comparison. Mr. = buffet even went on to talk about how the market has performed all the way back to 1929, and pointed out the influence of this cycle and how the market was affected by it despite how the economy was performing.

 

Unfortunately I did not have my full attention focused on either in= terview so I missed much of what was said about specific time periods and how the market related to the economy during those time periods.<= /font>

 

However, what I did hear did not sound very encouraging for the nex= t 15 years!

 

E

 

-----Original Message-----
From: Kelly Short [mailto:kelly.short@neoris.com]
Sent: Thursday, June 13, 2002 10:46 AM
To: canslim@lists.xmission.com
Subject: [CANSLIM] "M" History

 

Since "M" is not being nice- I have focused my attention = in the short-term on "M's" history over the past 100 - 150 years to = try to better understand what makes this machine tick. I have found a couple of resources that cover this topic, provide timelines, etc. but would apprecia= te any known quality resources the group has used in the past for such purpose= s.

 

Kelly Short

 

Business Development Manager

Neoris, Inc.

(817) 731-0995

mailto:kelly.short@neoris.com

http://www.neoris.com

 

 

-

-To subscribe/unsubscribe, email "majordomo@xmission.com"=

-In the email body, write "subscribe canslim" or

-"unsubscribe canslim".&= nbsp; Do not use quotes in your email.



******************************************************************
This email and any files transmitted with it from the ElPaso
Corporation are confidential and intended solely for the
use of the individual or entity to whom they are addressed.
If you have received this email in error please notify the
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- ------_=_NextPart_001_01C212FB.B934C610-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 13 Jun 2002 11:15:34 -0600 From: "Patrick Wahl" Subject: RE: [CANSLIM] "M" History I posted that interview a week or two ago, plus a link to longer term chart that shows this cycle. Will repost link if anyone missed first post and is interested in seeing longer term charts (40 and 60 or so years). On 13 Jun 2002 at 11:59, Hill, Ernie wrote: > I don't have a resource to contribute at this time but, I have seen two > interviews lately on CNBC one with Art Cashin (an "experienced" floor > trader) and the other with Warren Buffet. Both of these men made reference > to a 17.6 year cycle and point out that the major bull market that ended in > 2000 began in 1983. > > They both expect the next 17.6 years to be lean by comparison. Mr. buffet > even went on to talk about how the market has performed all the way back to > 1929, and pointed out the influence of this cycle and how the market was > affected by it despite how the economy was performing. > > Unfortunately I did not have my full attention focused on either interview > so I missed much of what was said about specific time periods and how the > market related to the economy during those time periods. > > However, what I did hear did not sound very encouraging for the next 15 > years! > > E > > -----Original Message----- > From: Kelly Short [mailto:kelly.short@neoris.com] > Sent: Thursday, June 13, 2002 10:46 AM > To: canslim@lists.xmission.com > Subject: [CANSLIM] "M" History > > Since "M" is not being nice- I have focused my attention in the short-term > on "M's" history over the past 100 - 150 years to try to better understand > what makes this machine tick. I have found a couple of resources that cover > this topic, provide timelines, etc. but would appreciate any known quality > resources the group has used in the past for such purposes. > > Kelly Short > > Business Development Manager > Neoris, Inc. > (817) 731-0995 > mailto:kelly.short@neoris.com > http://www.neoris.com > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > > ****************************************************************** > This email and any files transmitted with it from the ElPaso > Corporation are confidential and intended solely for the > use of the individual or entity to whom they are addressed. > If you have received this email in error please notify the > sender. > ****************************************************************** > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 13 Jun 2002 13:24:06 -0400 From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" Subject: RE: [CANSLIM] "M" History Kelly, I have an old link to a website (last updated in 1997!?!) But, anyway, I still think the charts are really cool. Check it out... http://cpcug.org/user/invest/bigpic2.html John C. - -----Original Message----- From: Kelly Short [mailto:kelly.short@neoris.com] Sent: Thursday, June 13, 2002 11:46 AM To: canslim@lists.xmission.com Subject: [CANSLIM] "M" History Since "M" is not being nice- I have focused my attention in the short-term on "M's" history over the past 100 - 150 years to try to better understand what makes this machine tick. I have found a couple of resources that cover this topic, provide timelines, etc. but would appreciate any known quality resources the group has used in the past for such purposes. Kelly Short Business Development Manager Neoris, Inc. (817) 731-0995 mailto:kelly.short@neoris.com http://www.neoris.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 13 Jun 2002 08:26:26 -1000 From: "Mike Gibbons" Subject: RE: [CANSLIM] "M" History This is a multi-part message in MIME format. - ------=_NextPart_000_004E_01C212B4.029493A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Leibniz, 1703, as quoted in Against the Gods* - "Nature has established patterns originating in the return of events, but only for the most part" G. K Chesterton, same source - "The real trouble with this world of ours is not that it is an unreasonable world, nor even that it is an unreasonable one. The commonest kind of trouble is that it is nearly reasonable, but not quite. Life is not an illogicality; yet it is a trap for logicians. It looks just a little more mathematical and regular than it is; it's exactitude is obvious, but its inexactitude is hidden; its wildness lies in wait". In every recession and every recovery, the political and economic conditions are different from (sometimes more, sometimes less) those that preceded it, and our understanding of the underlying causes and effects, and our sentiments about the future, are influenced by what we learned from the last cycle. All we know for certain, is that the future will be similar to, but different from, the past. * Peter L Bernsetein "Against the Gods - The Remarkable story of Risk". Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Hill, Ernie Sent: Thursday, June 13, 2002 7:00 AM To: 'canslim@lists.xmission.com' Subject: RE: [CANSLIM] "M" History I don't have a resource to contribute at this time but, I have seen two interviews lately on CNBC one with Art Cashin (an "experienced" floor trader) and the other with Warren Buffet. Both of these men made reference to a 17.6 year cycle and point out that the major bull market that ended in 2000 began in 1983. They both expect the next 17.6 years to be lean by comparison. Mr. buffet even went on to talk about how the market has performed all the way back to 1929, and pointed out the influence of this cycle and how the market was affected by it despite how the economy was performing. Unfortunately I did not have my full attention focused on either interview so I missed much of what was said about specific time periods and how the market related to the economy during those time periods. However, what I did hear did not sound very encouraging for the next 15 years! E -----Original Message----- From: Kelly Short [mailto:kelly.short@neoris.com] Sent: Thursday, June 13, 2002 10:46 AM To: canslim@lists.xmission.com Subject: [CANSLIM] "M" History Since "M" is not being nice- I have focused my attention in the short-term on "M's" history over the past 100 - 150 years to try to better understand what makes this machine tick. I have found a couple of resources that cover this topic, provide timelines, etc. but would appreciate any known quality resources the group has used in the past for such purposes. Kelly Short Business Development Manager Neoris, Inc. (817) 731-0995 mailto:kelly.short@neoris.com http://www.neoris.com - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. ****************************************************************** This email and any files transmitted with it from the ElPaso Corporation are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender. ****************************************************************** - ------=_NextPart_000_004E_01C212B4.029493A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Leibniz, 1703, as quoted in Against the Gods* - "Nature has = established=20 patterns originating in the return of events, but only for the most=20 part"
 
G. K=20 Chesterton, same source - "The real trouble with this world of ours is = not that=20 it is an unreasonable world, nor even that it is an unreasonable one. = The=20 commonest kind of trouble is that it is nearly reasonable, but not = quite. Life=20 is not an illogicality; yet it is a trap for logicians. It looks just a = little=20 more mathematical and regular than it is; it's exactitude is obvious, = but its=20 inexactitude is hidden; its wildness lies in wait".
 
In=20 every recession and every recovery, the political and economic = conditions are=20 different from (sometimes more, sometimes less) those that preceded it, = and our=20 understanding of the underlying causes and effects, and our sentiments = about the=20 future, are influenced by what we learned from the last cycle. All = we know=20 for certain, is that the future will be similar to, but different from, = the=20 past.
 
*=20 Peter L Bernsetein "Against the Gods - The Remarkable story of=20 Risk".
 
Aloha,
 
Mike Gibbons
Proactive Technologies, = LLC
http://www.proactech.com
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Hill,=20 Ernie
Sent: Thursday, June 13, 2002 7:00 AM
To:=20 'canslim@lists.xmission.com'
Subject: RE: [CANSLIM] "M"=20 History

I don't have a resource to contribute at = this time=20 but, I have seen two interviews lately on CNBC one with Art Cashin (an = "experienced" floor trader) and the other with Warren Buffet. Both of = these=20 men made reference to a 17.6 year cycle and point out that the major = bull=20 market that ended in 2000 began in 1983.

 

They both expect the next 17.6 years to be = lean by=20 comparison. Mr. buffet even went on to talk about how the market has = performed=20 all the way back to 1929, and pointed out the influence of this cycle = and how=20 the market was affected by it despite how the economy was=20 performing.

 

Unfortunately I did not have my full = attention focused=20 on either interview so I missed much of what was said about specific = time=20 periods and how the market related to the economy during those time=20 periods.

 

However, what I did hear did not sound very=20 encouraging for the next 15 years!

 

E

 

-----Original Message-----
From: Kelly = Short=20 [mailto:kelly.short@neoris.com]
Sent: Thursday, June 13, 2002 = 10:46=20 AM
To: canslim@lists.xmission.com
Subject: [CANSLIM] "M"=20 History

 

Since "M" is not being nice- I have focused = my=20 attention in the short-term on "M's" history over the past 100 - 150 = years to=20 try to better understand what makes this machine tick. I have found a = couple=20 of resources that cover this topic, provide timelines, etc. but would=20 appreciate any known quality resources the group has used in the past = for such=20 purposes.

 

Kelly Short

 

Business Development=20 Manager

Neoris, Inc.

(817) 731-0995

mailto:kelly.short@neoris.com

http://www.neoris.com

 

 

-

-To subscribe/unsubscribe, email=20 "majordomo@xmission.com"

-In the email body, write "subscribe = canslim"=20 or

-"unsubscribe canslim".  Do not use quotes in your=20 email.



********************************************************= **********
This=20 email and any files transmitted with it from the ElPaso =
Corporation are=20 confidential and intended solely for the
use of the individual or = entity=20 to whom they are addressed.
If you have received this email in = error=20 please notify the=20 =
sender.
**********************************************************= ********
- ------=_NextPart_000_004E_01C212B4.029493A0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 13 Jun 2002 14:35:59 EDT From: Chazmoore@aol.com Subject: Re: [CANSLIM] "M" History - --part1_14d.f3ae5d3.2a3a400f_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Thanks for the "history" quotations Mike. I heard about the 18 year cycle the other day and it just didn't ring true. For some reason many commentators ask if we are heading for another crash like 1929. How foolish. We may have a crash but it won't be like 1929, or any other crash. I do believe it is instructive to look at historical events, but not because it lets one predict the future. History tells us how we got here; not where we are going. Charley - --part1_14d.f3ae5d3.2a3a400f_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Thanks for the "history" quotations Mike. I heard about the 18 year cycle the other day and it just didn't ring true. For some reason many commentators ask if we are heading for another crash like 1929. How foolish. We may have a crash but it won't be like 1929, or any other crash.
I do believe it is instructive to look at historical events, but not because it lets one predict the future. History tells us how we got here; not where we are going.

Charley
- --part1_14d.f3ae5d3.2a3a400f_boundary-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 13 Jun 2002 15:03:17 -0400 From: "Rocky Sanghvi" Subject: RE: [CANSLIM] "M" History This is a multi-part message in MIME format. - ------=_NextPart_000_00C9_01C212EB.72DF0C30 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit It seems that we're destined to repeat history in more ways than one. We're reverting back to the classic - show me your real cash flow financial statements. And this is causing a great deal of consternation. Real cash flow? You mean like Warren Buffett? You mean like no stock options / tax benefits? What is this world coming to? Also another factor of concern is the enormity of the housing bubble and the financial shenigans around mortgages and refinancing. http://www.prudentbear.com/archive_comm_article.asp?category=Credit+Bubble+B ulletin&content_idx=12232 Rocky - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Chazmoore@aol.com Sent: Thursday, June 13, 2002 2:36 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] "M" History Thanks for the "history" quotations Mike. I heard about the 18 year cycle the other day and it just didn't ring true. For some reason many commentators ask if we are heading for another crash like 1929. How foolish. We may have a crash but it won't be like 1929, or any other crash. I do believe it is instructive to look at historical events, but not because it lets one predict the future. History tells us how we got here; not where we are going. Charley - ------=_NextPart_000_00C9_01C212EB.72DF0C30 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable
It=20 seems that we're destined to repeat history in more ways than one.  = We're=20 reverting back to the classic - show me your real cash flow financial=20 statements.  And this is causing a great deal of = consternation.  =20 Real cash flow?  You mean like Warren Buffett?  You mean like = no stock=20 options / tax benefits?  What is this world coming to? =20
 
Also=20 another factor of concern is the enormity of the housing bubble and the=20 financial shenigans around mortgages and refinancing.  =
http://www.prudentbear.com/= archive_comm_article.asp?category=3DCredit+Bubble+Bulletin&content_id= x=3D12232
 
Rocky
 
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On=20 Behalf Of Chazmoore@aol.com
Sent: Thursday, June 13, 2002 = 2:36=20 PM
To: canslim@lists.xmission.com
Subject: Re: = [CANSLIM] "M"=20 History

Thanks for=20 the "history" quotations Mike. I heard about the 18 year cycle the other = day and=20 it just didn't ring true. For some reason many commentators ask if we = are=20 heading for another crash like 1929. How foolish. We may have a crash = but it=20 won't be like 1929, or any other crash.
I do believe it is = instructive to=20 look at historical events, but not because it lets one predict the = future.=20 History tells us how we got here; not where we are going. =

Charley
=20
- ------=_NextPart_000_00C9_01C212EB.72DF0C30-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 13 Jun 2002 14:56:33 -0500 From: "Hill, Ernie" Subject: RE: [CANSLIM] "M" History Patrick, I must have missed your original post on the subject. I would appreciate it if you would repost the link, and if you saved the original post I would like to read it also. Thanks, E - -----Original Message----- From: Patrick Wahl [mailto:pjwahl@attbi.com] Sent: Thursday, June 13, 2002 12:16 PM To: canslim@lists.xmission.com Subject: RE: [CANSLIM] "M" History I posted that interview a week or two ago, plus a link to longer term chart that shows this cycle. Will repost link if anyone missed first post and is interested in seeing longer term charts (40 and 60 or so years). On 13 Jun 2002 at 11:59, Hill, Ernie wrote: > I don't have a resource to contribute at this time but, I have seen two > interviews lately on CNBC one with Art Cashin (an "experienced" floor > trader) and the other with Warren Buffet. Both of these men made reference > to a 17.6 year cycle and point out that the major bull market that ended in > 2000 began in 1983. > > They both expect the next 17.6 years to be lean by comparison. Mr. buffet > even went on to talk about how the market has performed all the way back to > 1929, and pointed out the influence of this cycle and how the market was > affected by it despite how the economy was performing. > > Unfortunately I did not have my full attention focused on either interview > so I missed much of what was said about specific time periods and how the > market related to the economy during those time periods. > > However, what I did hear did not sound very encouraging for the next 15 > years! > > E > > -----Original Message----- > From: Kelly Short [mailto:kelly.short@neoris.com] > Sent: Thursday, June 13, 2002 10:46 AM > To: canslim@lists.xmission.com > Subject: [CANSLIM] "M" History > > Since "M" is not being nice- I have focused my attention in the short-term > on "M's" history over the past 100 - 150 years to try to better understand > what makes this machine tick. I have found a couple of resources that cover > this topic, provide timelines, etc. but would appreciate any known quality > resources the group has used in the past for such purposes. > > Kelly Short > > Business Development Manager > Neoris, Inc. > (817) 731-0995 > mailto:kelly.short@neoris.com > http://www.neoris.com > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > > ****************************************************************** > This email and any files transmitted with it from the ElPaso > Corporation are confidential and intended solely for the > use of the individual or entity to whom they are addressed. > If you have received this email in error please notify the > sender. > ****************************************************************** > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ****************************************************************** This email and any files transmitted with it from the ElPaso Corporation are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender. ****************************************************************** - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ End of canslim-digest V2 #2492 ****************************** To unsubscribe to canslim-digest, send an email to "majordomo@xmission.com" with "unsubscribe canslim-digest" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message.