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To: Maurice Winn who wrote (1494)10/31/2002 4:31:09 AM
From: zonder  Read Replies (3) of 6901
 
Not sure if we want to go into a telecom investment on the other side of the world for now. Still, I bookmarked the page and will look at it later.

We have done very well this year, owing to the decision to not hold a single long position and keep selling calls on tech stocks :) Now I am looking at financial and retail stocks to short, on the weakness of the consumer sentiment, the former strength of which, incidentally, was the only thing keeping the American economy going in the year 2002. The USD looks pretty weak as well, but can't decide for now if I want to play the USD/EUR, USD/GBP or USD/JPY angle.

jrscharts.com

I hope I don't get grilled for anti-Americanism again for these comments on the US economy :)
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