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Politics : High Tolerance Plasticity
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To: CommanderCricket who wrote (3556)4/18/2001 9:06:15 PM
From: kodiak_bull  Read Replies (1) of 23153
 
CC,

I hope your ears are unclogged by now. I think your instincts are right, but it's not only the Fed train you'd be stepping in front of but also the madness of crowds. Right now that madness is focused on yesterday's darlings, the techs. The madness of crowds may very well let us take a glimpse at OSX 105 before it's over, which would be time to reload.

My two cents for tomorrow: it's just about time to continue selling your techs at a profit, it's too early to add any OSX positions. I like PDE sub 20, PGO back in the 7s, maybe RIG in the low 40s or high 30s. The energy crunch and crisis are not going away, although inventories and NG builds have bounced the market this week. Unless the world or a large part of it enters into an industrial recession (rather than a dot.com implosion and a tech bubble) I don't see an oil collapse a la 1997/8.

I could be wrong, of course. It's happened before, and you could look it up.

Kb
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