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

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To: jim_p who wrote (87075)2/13/2001 10:47:49 AM
From: Umunhum  Read Replies (2) of 95453
 
I'm already loaded. The Nasdaq already looks like it is at a bottom to me:

siliconinvestor.com

I bought NTAP, CREE, and GX.

I don't believe their is any comparison between the Nikkei bubble and the Naz bubble other than they were both crashes. If you haven't read it yet, I highly recommend reading The Roaring 2000's by Harry Dent. His theory is the economies of the world are dependent on the demographics of each country. Specifically the number of people age 31 to 48. That is when you are at your peak earning and spending years. This group peaked in Japan in 1989 whereas the Nasdaq was just excess speculation. This demographic group in the U.S. will grow significantly in 2002 and peak in 2008. He believes 35,000 dow and 20,000 nasdaq at the peak in 2008. Anytime somebody comes up with a theory and supports it with evidence that just makes common sense, I have to trade with them. Matt Simmons is having a similar effect on my trading.
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