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Strategies & Market Trends : Rande Is . . . HOME

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To: JLS who wrote (38193)10/12/2000 3:30:58 PM
From: KevinThompson  Read Replies (2) of 57584
 
Hard to guess, but one thought I keep having is that I do not believe we will see all out war just yet. Clinton is still trying desperately to build his legacy. His legacy is very tightly connected to what happens in the middle east. He will certainly do just about anything to prevent this boiling pot from exploding. After the election? who knows. But I think things just remain tense for awhile.

Even all of that consideration though, does not help me decide what to do about the portfolio (or what is left of it anyway). I hate like anything to be tricked out of my shares at the low of the year. We've seen this like clockwork every OCT. Every year there is something to cause great turmoil in this season - excuses maybe? On the other hand, I would not want to be the last one holding if war does break out. This market right now will look like real highs compared to what we might be seeing shortly.

Yes, I did get a little note from Mr. Broker. Now I have to decide - commit more, or backoff. Any opinions?

Just some rambling thoughts...
KT
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