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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (1828)	5/9/1999 2:39:00 PM
From: LindyBill	Read Replies (1) of 54805

Here is the Sunday Morning "Think Piece" from one of the LA Times Guru's. He is pointed to rising rates in long bonds as a bad sign for our Gorillas. Traditionally, rising interest rates helps the "old guard" Fortune 500 types, and hurts our go-go techs. latimes.com He points out that it then cost Hi-techs more to borrow for expansion. Like softy and Cisco needed to borrow! These predictions sometimes become self-fullfilling, when the Fund Managers act like lemmings and run to the cyclicals.

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