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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?

To: KevinMark who wrote (30518)	1/26/2001 8:00:59 PM
From: Bryan	Read Replies (4) \| Respond to of 49816

She is THE ULTIMATE contrarian indicator.>>> First of all, I don't take the advice of analysts or market strategists. I have my own long term portfolio (call it a fund if you will), and 2 trading accounts. But I will never, ever, forget March 2000 when she decided not to be overweight in technology. Think about the events that unfolded after that. Hell, most of those Wall St bozos are just that: BOZOS. There are investors that think AG is a big old BOZO himself. I happen to think that sometimes, Cohen sounds like she's got half a brain. Basically, today she said the long term winners would be storage and infrastructure and she mentioned corp. bonds as well. Corp Bond demand over the last month has been outstripping Gov Debt...go figure. And I think she's right about storage and infrastructure over the next several years. If those sectors fall apart next week, count me in for the fire sale. -B

To: KevinMark who wrote (30518)	1/26/2001 8:44:16 PM
From: DebtBomb	Read Replies (1) \| Respond to of 49816

Kevin, it looks like a 1/2 point cut is getting priced in. biz.yahoo.com

To: KevinMark who wrote (30518)	1/26/2001 8:44:50 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 49816

that is how she gets her clients out at a higher price ...

To: KevinMark who wrote (30518)	1/27/2001 10:39:48 AM
From: SirRealist	Read Replies (2) \| Respond to of 49816

I will short storage and infrastructure on Tuesday. Funny, KM, I was telling a friend yesterday that MCDT, which had the best earnings report I'd seen, was selling off since. And that come Tuesday, once the Fed announces, all will go down. Except I had this hunch that MCDT would do just the opposite.... run downhill till FOMC announces, then run uphill. It oughta be interesting... but you're right about AJC... she called the top last March, but otherwise has not made a right call since 1999.