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Strategies & Market Trends : Fatty's Donut Shop
KKD 21.000.0%Aug 4 5:00 PM EST

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To: Matt Brown who wrote (4863)1/30/2000 10:13:00 AM
From: Vision   of 5041
 
Matt,

I am gladly that I changed a part of my stocks into cash.
Special UPGD. IMO in the next half year, there will happen a bleeding on all stocks-----MSCI-Index----
During the correction, it's always good to have some money.
Remind you of the autumn 1998.
My strategy:
One third cash, of it a small part of PUTs.
Two thirds remain in stocks.

If I keep right, then I win the following:

The remaining stocks are compared to before, only worth a third. By the PUTs, cash just as worth as half (entire) before. With these I can buy now doubly as much stocks. That means: I win nearly the double fortune after a consolidation(after correction).

If I do not keep right, then the remaining two thirds in stocks prepare very much fun. The PUTs are lost. A large part at cash remains. One part of cash I invest in fun. For the other part of cash I will find interesting stocks.

Greetings

Manfred
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