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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Voltaire who wrote (25466)12/15/2000 8:48:59 PM
From: t2  Read Replies (1) of 65232
 
V, I think financials will be the big gainers ahead of the FED meeting.

Basically, expecting a broad rebound in the markets in most beaten up sectors. Don't believe that tech will do any better yet than the other markets....at least until late December when the Fidelities types are doing their sector rotation back into tech.

In addition, internation investors are leaving this market and a FED cut anticipation might stop that tide as well.

I am still bullish on the Nasdaq but think it is better to be diversified among several sectors, especially some financials. Still think tech will be the leading growth sector. Just trying to figure out when the tide turns from defensive to growth stocks. I think we are close.

Also think that too many expect January profit warnings. I don't agree due to the fair disclosure rules. All of them want to get the warnings out of the way very early since in many cases, they are spared from selloffs--except MSFT.
Therefore, we get very few negative suprises from some companies that are poorly managed--ie not taking the chance to lower guidance.

I suspect we are going to get a lot of suprises and believe funds will flow into the sector ahead of this--meaning sometime between now and early january.
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