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Strategies & Market Trends : The New Economy and its Winners

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To: Tom Kearney who wrote (9650)	11/15/2001 6:50:07 PM
From: 16yearcycle	Read Replies (2) of 57684

Tom, The yardeni fed model has gone neutral, the Vix is under 28, and oracle is weak, so I am cutting back asap, down to about 60% long. I'll ramp up if we can get a 10% correction, the vix gets back over 32, or the fed model gets back to about 5-10% undervalued range. Full disclosure: I went from 200% invested to about 100% long about two weeks ago, anticipating these indicators would give a warning then, which they did not do, primarily because of the strength of the 10 and 30 year bond, until the last two days.The point is I got worried too early and may still be. Certainly the momentum is incredible and feels like the first q of 2000.

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