AMIGOS INVITATIONAL YEEHAW PORTFOLIO Message Board

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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO

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To: Sergio H who wrote (857)	8/4/1999 9:12:00 PM
From: j g cordes	Read Replies (1) of 1316

Yes Sergio, water stocks will continue to see increased liquidity. Some sectors top out on seasonality.. building supplies come to mind. It always amazes me that post Christmas layoffs surprize economists. A subtle but overlooked fact is that while "we" in the broadest sense as investors are watching bonds hoping they won't jump over 6.2%, there are many others just as hopeful and positioned for it to surprize on the upside. Their worry is is won't. The mindset of economists, I feel, has subtly shifted from thinking rates are generally trending down to thinking they are trending up. Sometimes I feel there's no more logic and science to it than wondering if next year Jenna Davis will be more or less popular because of a movie she hasn't yet made.

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