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Strategies & Market Trends : Rande Is . . . HOME

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To: Susan Hickman who wrote (6133)5/2/1999 9:02:00 PM
From: Rande Is  Read Replies (1) of 57584
 
Susan, the Summer Long port is somewhat of a work in progress, unlike Long Port 1 or 2 that are set in stone. I am trying to find the right combination BEFORE the music stops. . .past few weeks has been the extended play version. . . market is on a swing set. . .internets to high PE leaders to cyclicals back to internets back to cyclicals. . . .So I am now working on the combination that TRANSCENDS these particular swings. . .a sort of hedge fund, if you will. . .

I don't think we have seen the last of this game. . . My findings should not affect the Long 1 or 2 in any way. . . the Summer port is an "alternative" and has not yet been settled. I will post when I am more confident in the choices made for weathering the 'cyclical rotations', mutual fund shot-in-the-arm, market manipulation or whatever you want to call it.

Rande Is
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