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Politics : Ask Michael Burke

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To: Skeeter Bug who wrote (28385)	5/22/1998 10:06:00 AM
From: Michael Burry	Read Replies (2) of 132070

Just a discussion point: Any comments on the theory that we could be in a "rotational bull." IOW, sectors have their own individual bear markets and bull markets. I am not having too much trouble finding some interesting value candidates. Several sectors are definitely way out of favor now. There are indeed many companies that seem immune, and can it be that they would crash while the currently down sectors move up. Overall, the S&P is overvalueld. But we know there is a self-fulfilling prophecy in that. Many small and midcaps are suffering from massive ignorance. I just bring this up for discussion, since I'm finding that my personal portfolio (which is all long and cash BTW) doesn't move with the averages because the companies I own are so out of favor. I can have a good day while the S&P is down, and I can have a bad day when all three averages are up. Good Investing, Mike

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