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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (10848)	2/27/2001 12:37:15 AM
From: pbull	Read Replies (1) of 13572

Good question. I haven't bought anything recently, but I'm looking at entering the market after it sells off when the Fed cuts rates (buy the rumor, sell the news). I have a few specific names that I don't particularly want to mention, but I'm looking at non-bank financials, health care, and a biotech or two. Large-cap tech is basically dead money, IMO. And almost everything 'Net related is poison because of huge amounts of overhang (also known as resistance) from institutions, that Mr. Sig has well documented. I was thinking about shorting energy just for fun, but the long-range forecast here is calling for another brutal summer. All just one person's view of the world; as always, call your own shots. PB

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