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Strategies & Market Trends : Strictly: Drilling II
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To: SOROS who wrote (20693)10/26/2002 1:14:00 PM
From: Sharp_End_Of_Drill  Read Replies (1) of 36161
 
Soros, you can count me in the 2% that thinks fundamentals really do matter.

But, you've got to balance that with a view toward the condition of the market. Pure fundamentalists completely missed out on the late 90's bubble market.

For now the play is long, with a slant toward the flakier junk like tech. Soon the play will be cash, and perhaps precious metals. The jury is out on PM equities - they will probably get crushed along with all equities in any sort of rogue wave / market crash scenario.

You can't have a fixed piece offense/defense in a highly mobile battle field.

Sharp
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