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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: stan s. who wrote (62273)1/13/2000 3:28:00 PM
From: Bryan   of 108040
 
Thanks Stan.
I'm in a holding pattern myself at the moment.
I'm reluctant to start adding positions on margin since I'm not sold on the possibility of us being out-of-the-woods, and I'd rather wait for a hard sell-off before leveraging into positions. Otherwise it's interesting to sit back and watch the sector rotation. I'd like to see some of that rotation into the financials, but with the upward pressure on interest rates, it's unlikely any time soon....The CRB, XAU, and crude all pointing to much higher rates. I'm very uninformed in the bio-tech arena, so I'm leaving that one alone. I consider the micro-cap bio's some of the riskiest plays, and since it's just not my flavor, I have to pass, despite watching all the momo opportunities come and go here. Still nice to see that people are making $$$, and not stabbing each other in the back. It will swing around our way soon enough.

Hang in there, skipper.

B-hangin
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