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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Crimson Ghost who wrote (44591)5/12/1999 1:59:00 PM
From: John Doyle  Read Replies (2) of 95453
 
I recently had the opportunity to talk with two large money managers. The question I ask them is; would they be doing any asset allocation this year away from stocks. Both said no! So I believe there will be vicious sector rotations this year. We have already seen this with the deep cyclical's and the OSX stocks to some degree. Many think this is just a dead cat bounce. I think not. I have talked with employees of American Express. They are not allowed to purchase computer equipment at all after November because of Y2K. Once the market gets wind of this (no technology purchases) Where will the $ flow. Also if oil gets to $27, will money be in the bank stocks. So how do you play it. Easy, in the OSX.
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