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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (14237)5/21/2004 11:31:33 PM
From: jimsioi   of 110194
 
Russwinter, add me to the list of those in agreement..

Energy the last group to crack in the sequence of commodity market correction runs down on OPEC supply news and long liquidation....to where?? to be determined....If the economy doesn't buckle under 50 basis points of FED raising, already discounted, and China cools, or if it doesn't, but doesn't do something worse, Energy stocks set up for a great buying opportunity. Being already pretty reasonably valued the upside could be explosive especially if the general equity market is stable to higher....

These are thoughts generally of Don Coxe this week, too....A little patience in here will be required....
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