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Strategies & Market Trends : Jim's Nasdaq100 Special as a basket.
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To: Kemo Sabe who wrote (1928)2/3/2001 12:32:39 PM
From: James F. Hopkins  Read Replies (2) of 2103
 
There seems to be misunderstandings
of what blue chips really are.

A Lot of tech is considered blue chips,
and holds a lot of the market cap of
the S&P and OEX..

Even the DOW is now laced heavy with
Tech..and could get more soon.
The fact is the S&P now can't go
anywhere very far if tech don't go.

If rotation keeps up it just adds expense
and "eventually" drags the entire market down.
During rotation the ones that go up never gain enough to
over come the losers, & big pension funds wind up with
a net loss. This problem is compounded several ways,
the nature of pension funds is they are always paying out
some money to the retired gang.
When the market fails to go up they have to make this
up from what the working stiffs are putting in.
If we get into the old Phillips curve crap that
GreenSpam loves we need more unemployment,
the result of that is less money going into retirement,
and so it's a catch 22.
A bull market don't have Rotation ..sure some stocks
go up faster than others..but not at the expense of
others..if that "at the expense of others" keeps up
and rotation keeps up the market will just keep
edging south .

The pension funds can't seem to get
taht through their heads.
Jim
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