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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: yard_man who wrote (1644)3/9/2004 10:38:31 PM
From: excardog  Read Replies (1) of 116555
 
OSX is ahead of itself but can remain that way for much longer than anyone could imagine. That said IMO it would be prudent to wait to get long. Hedge Fund's play OSX names with a vengeance and the swings get wild.

Long or short it's not for the feint of heart.

Personally I'm out most names except a few low brow numbers.

Watch TESOF at earnings as I'm expecting a little bit more pain from them. If the numbers are ugly it could make for a decent swing trade.

OIH is the way most funds play. Not bad but not quiet the volatility I prefer. No gut's no glory I guess.
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