SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Razorbak who wrote (83292)1/3/2001 11:38:58 AM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
Razor - I wasn't joking when I said that Richard Rainwater -

... had offered JQP's travel agent $1 Million cold hard cash; for privy to his next vacation (roflmao)- as it has been the only perfect market timing model in this incredibly volatile Oilpatch market cycle.

In all seriousness. I do have my eye on a helluva trading opp in Tech . I have only been in strong positions in tech stocks on 2 occassions in the last 2 1/2 years.

Oct 1998 and I sold way, way too soon - basically a quick 15-25% pop and then this past April/May NAZ blow off. have dabbled a bit since; but the opportunity to be flush with cash when that - MOAB opps hits; reinforces my patience.

There will be plenty of "babies thrown out with the bathwater" on what I anticipate will be a final Tech/NAZ capitulation washout yet to come in tech.

I want lots of ammo available for that.

As far as shorting the E&P's - I am hoping that we either break out & up off the Fed Cuts; off of earnings reporting & upgraded analyst price targets, or a literal collapse of the Utility Market in California - a true "crisis" event - and hopefully either of the first three events coinciding with another round of harsh winter weather.... in essence; I'm waiting for one more round of Hogs to be gathered in the corral ....then it's gattling gun time....on the short-side. - and most assuredly; it's "WHEN, not IF".

... and I'll make sure I'll post it livetime for entertainment sake - so JQP can pop up out of his imaginary, mystical Max-Margin Mole Hole & take the other side of the trade - as he most obviously will (VBG).

;)

PS:

..... I was humbled by my Fightless Irish.

- but, Ole Erickson has formed a new band of outlaws & thugs up in Corvalis.... aka "Little Miami" ... hell of a team.

Miami looked awfully good; If FSU beats OU - hard for me to give FSU the title...

Is this a case for a sweet 16 Bowl Game Playoff system, or what ? - 4 weeks in Jan (or 3 weeks with the top 8 teams in a playoff system)- biggest TV revenue event potentially in all of sports.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext