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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Market Tracker who wrote (7823)4/24/1998 9:06:00 PM
From: Pancho Villa  Read Replies (3) of 18691
 
>Pancho, - I like Fleckenstein's style. His message is very sound as well<

Yes, he is very rational=> he must be loosing his shirt:-)

>I am now 70% cash for the next 30 days at least.<

I guess the other 30% is a mix of bonds and a bit of gold:-)

Today I sold existing long positions: VTSS, WDC, part of my CUBE, KMAG, SEG.
Pancho
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