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Politics : High Tolerance Plasticity

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To: Sharp_End_Of_Drill who wrote (9410)	10/12/2001 12:01:33 PM
From: Warpfactor	Read Replies (1) of 23153

Sharp, Re: Tech: I've been accumulating LT tech position since summer. Now representing about 40% of my IRA. I've got about 20% in "trading positions". Maybe 10% energy right now. Rest cash. I will sell the trading positions but keep the LT. I'm not proud of my performance YTD (underwater right now -13%), but I'm beating the major indices at least. I also have a taxable port which is 95% cash. This due to possible home purchase in the near future. However, I'm taking a stab here and there where technicals Evidently, I am still swayed by Don Hays. IHO, the bear bottom is in. However, retests of the lows not out of the question. Warp

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