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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (38696)7/9/2001 1:14:04 PM
From: Jim Willie CB  Read Replies (3) of 65232
 
T minus 3 weeks for a TSUNAMI
cracks in Asia
weakened pillars in US
I suspect INTC will warn very soon
and so will ORCL

whatever tech sector is considered "immune", short it
last week it was data storage

seen the worst?
not a chance
the tsunami will not take prisoners
Glenda, honestly, have you shorted anything in the last month?
on the next 2-day upmove, short a batch of them
the VIX reveals a colossal amount of complacency still

2ndHalf Recovery? not a chance
stagnation and stabilization at best
/ JW
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