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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: LTK007 who wrote (6369)	4/26/2001 9:21:11 AM
From: Roebear	Read Replies (1) of 52237

LTK007, "A conjecture-- The input AG is getting and not telling us,the tech sector is not in a mere slowdown but is on the edge of snowballing recession that could undermine all else,not the least of which is the NASD index." Your post, especially the above quote, contains some of the points made in book "The Coming Internet Depression" by Michael J. Mandel. Book came out summer of 2000 I believe. I picked it up Sept but didn't get to reading it till the dew was already off the short roses. Considering the percentage of the growth that techs contribute(d) to our economy, I believe your conjecture and that of the author is a possibility. According to the Mandel, the Fed will have to fight its instincts, so to speak, and keep cutting rates even in the face of budding inflation to turn this around. I have adopted a strategy based roughly on that premise. I keep a hefty amount of gold stocks in the portfolio to capture any inflation/weak dollar effects, along with what I hope to be the new leaders in any market turnaround. I think many of the old generals will be on vacation or retired by then. Best Regards, Roebear

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