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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: Chris who wrote (8690)6/7/2001 9:33:09 AM
From: isopatch  Read Replies (3) of 52237
 
Bearish on leadership of the previous Bull Mkt

but Bullish on sectors that will benefit from emerging stagflation. Yep, no recovery in the 2nd half, but expect further increases in inflation.

Meyer is simply continuing the signals that there are more rate cuts and big liquidity adds in our future. Looking to reload the trading segment of my PM stocks once the current consolidation looks like it's run it course.

Right now about 38-40% cash.

Isopatch
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