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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 660.08-0.8%Nov 18 4:00 PM EST
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To: John Madarasz who wrote (82899)3/27/2002 9:30:39 PM
From: isopatch  Read Replies (2) of 99985
 
John. Been trading on the idea of a sub-par recovery,

but a recovery nonetheless, vs the double dip thinking that has gained considerable currency during the past few months and kept many bears on the sidelines while the market continued to advance.

Cyclicals tend to do every well during the early stages of an economic recovery. So, my favorite area, the energy sector (a highly cyclical industry), has been very strong. The most recent rally phase began there in late Feb/very early March.

What areas have you been working with in your portfolio? TIA.

Regards,

Isopatch
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