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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: DavidG who wrote (55731)12/1/1999 9:44:00 AM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
Watch the Bond Market here - bonds will tell if the market see's Oil/Inflation higher

Higher, or sustained Oil = inflation, which = another rate hike, which will = sector rotation.

Lets see how fast it takes the market to "get it" (VBG) ?

CNBC: Brown Brother Harriman analyst expect the overall marke to enter a real "Bear" phase and decline 20-25%.... interesting. Expects it to happen in mid-late Jan - just as the E&P's report Q4 and Boom 2000 begins.... rotation, rotation, rotation...
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