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Strategies & Market Trends : Group Therapy

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To: E. Graphs who wrote (4531)	12/22/2003 8:54:09 AM
From: country boy	Read Replies (1) of 4564

Hey E: Thanks for the ETF link. I heard there was a British ETF/ADR? on gold, but as yet, no sign of GLD. Too bad cause we'd have loved to pick it up back in July, huh? What do you make of the rotation going on in the market? OIH seems to have broken out and is doing well. Some gold stocks seem stalled here, even with bullion still advancing. Semi's seem stalled here as well as other techs. I'm thinking of shifting around some, ie. lightening up on semi's where I'm overweight---yet Jan can be a good time for them and I'm still bullish overall on the economy and semi's for '04. But if the funds are going to dump, I'm not going to be caught in the rubble... My small cap funds are stalling in here as well, where other large cap growths are outperforming... A great holiday time to you as well, cb

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