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Strategies & Market Trends : The Amateur Traders Corner

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To: Tom Hua who wrote (8814)4/30/2001 4:42:46 PM
From: Dale Baker  Read Replies (1) of 19633
 
Tom, there is a world of difference between well-known large caps dependent on capital investment spending and the mid-cap and small-cap world in selected sectors.

In fact, a long-short strategy between small caps and large caps probably fits this market best. I am not seeing any weakening in selected non-large-cap sector strength.

Just a counterpoint to all the macro bearishness I am reading lately.
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