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Strategies & Market Trends : Tech Stock Options
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To: MonsieurGonzo who wrote (51290)9/1/1998 1:59:00 AM
From: Dwight E. Karlsen  Read Replies (1) of 58727
 
speaking of denial though: Bulls in July have been awarded the ultimate denial award. The party for internuts is finally over. No, I'm afraid that Amazon won't be buying out WMT like we saw an official Brokerage analyst hint at back in July.

I don't think that equities have lost their credibility though. That's sort of like saying that if the market won't value YHOO and the rest of the internuts at the same market cap as their bricks and mortar brethren, then equity buyers will just take their marbles and go home. I don't think so.

What has happened is that the market has finally checked in for a serious session on the couch at the shrink's office. That's an important first step, and one that I applaud.

As one of the few rational market observers noted a couple of months ago, "when all is said and done, people are going to go back to actually doing due-diligence when attempting to value equities".

If and when it appears that we are at such a point, that is when I would go first to the RUT. I admit I don't fully follow your rationale on commodity surplus: that's not a new development either.

While I'm not making any case for or against a US recession, I am saying that I don't think that equities are dead. Perhaps they've been dealt a concussion, but it's not fatal. IMO.
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