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


To: William H Huebl who wrote (48480)9/18/2000 12:57:56 PM
From: Mark Adams  Read Replies (1) | Respond to of 94695
 
40,000 out of 4 million? That aint too bad... <grin>

I happen to be postured in such a way that I effectively bet on a soft landing and recovery in growth 4th qtr and next year. That means I'm likely to get kicked in the shins. I didn't anticipate the levels energy costs would rise to- and now am concerned that the downturn may be longer and deeper.

Fortunately, I did take profits in quite a few positions and have a good portion of cash I can deploy on the next bear rally...