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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: RCMac who wrote (9418)	11/7/2002 12:20:44 PM
From: LLCF	Read Replies (1) of 9719

Throw in some Bunds [lots]... I'm much more confident dollar weakness than gold strength although they do hand in hand. I do hold a bunch of Canadian miners as 'call options'. Also, we all know this is a seasonally strong period for the mkt and bio... everything I'm saying is fundamental and be definition not necessarily timely. That said..... I treat all but the longest term long positions like hot potatoes! If the dollar cracks [I mean when] it will be like pulling lots of the chairs [stock and bond buyers, many being foreign] out of a musical chair game, not just one. quotes.ino.com DAK

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