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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: sandeep who wrote (46188)	3/6/2000 5:30:00 PM
From: pater tenebrarum	Respond to of 94695

sandeep, the proof is in the pudding...there are so many great values in the market, and yet it seems impossible for these stocks to rally. what liquidity there is is concentrating in the tech sector, which results in many of the tech darlings being 'crowded trades', i.e. everybody's in them. the Janus group has some 20 or so different funds, and every single one of them has e.g. CSCO as one of the largest positions. the Rydex bull funds have 88,4% of their assets concentrated in tech and biotech...it's all extremely lopsided. regards, hb