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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (2705)2/11/1998 11:28:00 AM
From: Pancho Villa   of 18691
 
Roger and All: IMO investors seem to be under the impression that we live in a perfectly hedge economic and political environment:

Don't worry the tight labor markes/inflation, the Asian slowdown will balance things out.

Don't worry about Monica Lewisky and/or the president lying under oath. Once we attack Iraq, we will all back Clinton and forget about it [i.e., the "friendship", affair just a "quick only BJ's" non-sexual relationship or whatever happened]

From this we can easily conclude that this market can only go up.

Pancho
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