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Pastimes : Ask Mohan about the Market
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To: Tommaso who wrote (12015)12/20/1997 10:57:00 PM
From: Brad Bolen  Read Replies (1) of 18056
 
RE: Well the Pomboy article on gold all sounds very convincing except that anyone who acted on it would have lost a bundle.

True. I guess we could have been invested in Techs instead. ;-)

RE: ...nevertheless I continue to keep maybe 10% of the family>>

This is probably a very reasonable strategy.

Best wishes.

B.

Note: I have often been bullish on some sector, only to be wrong short term...but ultimately very right after the initial disappointment. If the Dollar makes it to 140 yen, then I think the golds will drop further. But sooner or later, these central banks are going to have to inflate again.

Mohan and others: To me, Cisco doesn't look particulary weak technically (realatively speaking, anyway) . Would a put be in order due to more fundamental (asia) reasons?
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