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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (14531)6/19/2002 4:12:25 PM
From: nspolar  Read Replies (2) of 36161
 
Frank, got up early this morning to hit the PM's a lick. Didn't like the POG setup so I chickened out. Lived off my shorts today.

I do have a toehold in the homebuilders so they kept me from going ape. Slightly net behind on those. I'll probably continue slow rotation over the summer from short gains to shorts not yet gained.

But the last two days of EBAY and KLIC have been nice. Got large loads at yesterdays highs.

This market is eventually doomed, from one end to the other, except of course for gold. Don't have a strong opinion on that at present. Just observing.

Re the woodstove - didn't need it this morning.

Re the polyposis - when you get my age you usually have more problems with plumbing on the other end. Still okay on both ends, but being careful. Eating hot chile as we communicate.
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