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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (17412)	7/15/2003 9:28:40 PM
From: Spekulatius	Read Replies (1) of 78602

Market rant - LT bonds have been whacked badly today after Greenspans speech and it seems that the yields have begun to increase again. On the other side , I read in the WSJ that mutual funds and hedge funds have been buying the stocks with the highest beta's (more or less regardless of the underlying fundamentals) to get a piece of the action. This situation seems to be very much like 1999 and I wonder how this can end anything but badly. I will continue to keep a high cash position (75% in my trading account) and wait for things going the way they are meant to be, IMO. I think my consumer stalwarts NSRGY and UL will outperform the market and I am ready to buy more after my 4 week cooldown period after the first purchase.

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