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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Shack who wrote (41215)3/15/2002 5:29:00 PM
From: Zeev Hed  Read Replies (2) of 99280
 
Because of the lag, that will contribute later this year, both to the June Massacre and the meandering period between the post June rally and the subsequent low in October (?). Right now, we are still under the influence of the 10% plus growth in M3 over the last year. On a very short term (like the next few weeks) I have not found a direct correlation. Actually, I am turning a little more bearish very short term due to a number of parameters refusing to assume "Bottom up" positions, so we may have to suffer Chinese torture for a little longer, maybe as long as the end of the month. I now even see a possibility of a breach of 1793 (which was not in the model until the close today), that will call for slowing down drastically the redeployment I was planning for next week, and maybe even go back just a tad above 60% cash (I am not too far from there right now).

Zeev
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