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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Bob Trocchi who wrote (18209)6/3/1999 3:33:00 PM
From: Don Westermeyer   of 18691
 
Asensio puts out a PR once in a while, but Wexler is more entertaining.

Looks like the chicken-shorts i-nut cover rally (myself included) didn't last very long.

I think it may be late in the game to short something like NSOL now though. It's hard to tell since the tulips are so sentiment driven.

My guess NSOL is getting clobbered more because growth will probably show to be slowing real soon. AMZN and company will all get clobbered when that happens too.
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