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

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To: SliderOnTheBlack who wrote (77985)11/6/2000 11:17:49 AM
From: SliderOnTheBlack  Read Replies (2) of 95453
 
JQP and others on "max margin" - a ?

... are you "still" on full margin here ?

... using sell stops, if so - at what levels ?

- thoughts ?

- out of curiosity; why would you be "max margin" here - since earnings did nothing ? - do you expect a commodity spike, sector rotation etc ?

...is this just pre-API profit taking, election oriented jitters, trading off the commodity tape, or as the tubulars are indicating - the downward slope to just another 2-3 year up cycle that has allready peaked ?

dean the bagman; - thinking about some BTK puts here; if ole Gore wins - not good for "any" drug sector.

Post Election the ESF's job is done & then Greenspan gets to let the margin leverage out of the balloon & you know he wants it out... NOT a good time to be real long anything imo - lots of liquidity coming out of the broad market shortly imo; as we find out just how much the ESF was a factor on stop gapping these prior NAZ blow offs & plugging the dike. (Post Patrol - and please spare us any stories of how many dikes you guys have plugged(VBG)!~
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