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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (17718)11/18/2000 8:30:11 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
I think you underestimate in turn the expectation of next Fed rate cut

if inflation hawks like Bill Wolman of CNBC think Greinstein has adequater economic slowdown evidence to at least move to neutral bias, and even he expects a rate cut by first quarter next year...

then the beginning of a Fed easing cycle would be catalyst

make sense?
Wolman thought with a new President-elect, Greenjeans would have made a motion to neutral bias
but he couldnt with president uncertainty

maybe you are thinking more immediate clear catalyst
and I am thinking gradual shifting catalyst, slow in revealing

/ Jim



To: Boplicity who wrote (17718)11/18/2000 9:33:32 PM
From: Seldom_Blue  Respond to of 65232
 
Everyone is so sure of an election rally it is scary. CNBC constantly talks about it. There might be one, but as soon as people realize it will not last, the selling will be climactic.

What does the thread think of this strategy: Sell short the common of a stock we feel is overvalued, but buy a two month call to protect on the upside. It seems like a good way to play the downside, although I have not really checked into the numbers.

Seldom Blue


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