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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Knighty Tin who wrote (190415)9/4/2002 9:33:08 AM
From: Earlie  Read Replies (1) of 436258
 
MB:

Back a few days ago, but just too busy to post.

Carted only a few shorts through the last two weeks, as I don't like big exposure while I am on the road. Unloaded all but IBM into yesterday's thump. I will get back aboard today or tomorrow on any bounce.

Anybody who thinks the U.S. economy is "turning around" should go talk to folks out in the real world. The "warnings period" that is just getting underway is going to open bullish eyes,...... and then blacken them.

As always, one has to wait until the market starts to recognize reality before committing too aggressively, but at this end, I expect the warnings will do this. We shall see.

More once I get settled in.

Best, Earlie
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