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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (58996)1/18/2005 5:47:02 PM
From: energyplay  Read Replies (1) of 74559
 
Jay - Don't know if you saw John Dizard's column in the Monday FT - he has sceanarios for the bond market in 2005...sound a lot like you.

As for inflation/deflation, bull or bear, I am placing moderate bets each way, have weight on each leg, knees bent slightly, as my old karate instrutor used to tell me. Prepared to shift either way. Oh yeah I think I'm ready !

That karate stuff was along time ago - if I did kata in my living room I would most likely fall over and break a lamp. Hard to explain to my wife what I was doing....;-)
Might end up with no more Jackie Chan movies for a year.

A contrarian move - bought some American Airlines NYSE: AMR.

This is short term play.

CCJ - I ended up with a lot of calls on CCJ - Cameco Uranium.
I have sold some to reduce exposure.

Larry Kudlow mentioned that GWB might mention nuclear power in the inagural speech. More than a few new nuke plants planned of Asia.
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