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Strategies & Market Trends : Natural Resource Stocks

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To: isopatch who wrote (23467)	4/7/2005 7:41:47 PM
From: SliderOnTheBlack	Read Replies (3) of 108954

Iso re: Buying/Selling....... Against an economic backdrop of max'd out Housing Equity, max'd out consumer credit - credit cards & auto loans etc, a "0" savings rates, flat wage/income growth, the Fed Raising Interest Rates and Gasoline going parabolic...these look like good shorts in addition to Fannie/SubPrimes, Homebuilders et al: 1. YELL: Yellow Roadway...Trucking/Transport - Caught this one recently @ $60-62 with some $45 - $50 Puts. Gasoline ramping + Interest Rates rising = Economic Slowdown. This one just looks and smells ripe ~ finance.yahoo.com Plus Kudlow has had YELL's CEO on about 27 times in the last 6 months & now Jimmy Cramer has given YELL the Kiss of "Mad Money" death imho...featuring YELL & their CEO once again....kind of the Bezos/Amazon Cover Story Kiss of Death curse...only worse via Cramer (vbg). "Mad Money" !?!?!? ...I like Cramer, don't get me wrong. But; he and his show are the posterchild for what the M0-Mo boys are playing, or wanting pumped up - for their exits. The advent of a "Mad Money" Show with Cramer pretty much tells us where we are at in the broad market now doesn't it ~ 2. Teen Clothing Trends: 3 mos Chart: could be an ill-timed final rally ? finance.yahoo.com Longerterm Chart: correction over due ? finance.yahoo.com - Gas Prices hit teens harder as a percentage of their income than adults. - Many Parents will cut the "discretionary" spending on their teenagers 1st...before anything else. Back to School Clothes bought last year at Abercrombie & Fitch,Urban Outfitters, or American Eagle... get bought at J.C. Pennys, or Super Target this year....AND these stores must stay ahead of the fickle Fashion Trends... not easy to do longterm.

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