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To: isopatch who wrote (85827)1/31/2001 11:43:06 PM
From: upanddown  Read Replies (1) | Respond to of 95453
 
Iso

Perma-bull?

Who me with my 90% cash? Look, all I'm saying is this.....no one is right all the time, you, me, JQP, anyone, hell, even Slider. Cash was a very nice move in Oct/Nov. Congratulations. Cash was a lousy move in Dec/Jan. I made enough in Dec alone to cover 5 years of money market returns. I got off to a great start in 2001 and started bailing out of everything mainly to protect profits. Am i right or wrong to be sitting on this much cash? Only time will tell but I will admit I was wrong if this sector goes on a tear. Try it once in a while. Its good for the soul. I've always felt these threads work better when people are willing to examine failure rather than always crowing about success. Different strokes, I guess.

John



To: isopatch who wrote (85827)2/1/2001 9:33:49 AM
From: Archie Meeties  Read Replies (2) | Respond to of 95453
 
For the last shaggin' time, please point out the "sinking" from Sept to Dec.
stockcharts.com
No matter how much you post, you can't change this chart.

And you can't change this one either.
futures.tradingcharts.com
Cash? ROFLMAO!
I see a 10% loss of buying power from the Sept/Oct dollar peak.

Last post from me about this. I own only one e&p at the moment in any case, but it's just tiring to hear you repeatedly insist on how great a move into cash last fall, when it was just, well, mediocre.



To: isopatch who wrote (85827)2/1/2001 4:48:54 PM
From: ezspkns  Read Replies (1) | Respond to of 95453
 
>In fact Big Bull and I were vigorously challenged <

No respect, I get no respect ...

See posts #81812, 81818, 82267

Even took my share of ridicule - Posts # 81820, 81840, 81846. May those who saw fit to poke fun hang only to sell at the bottom.

Yes, I missed the final spike north which was based on the weather forcast for after New Years. The near term timing was difficult given the conflicting events. And I only broke even on my puts for my efforts, and didn't care for the premiums. As with many obvious turning points, the market knows and extracts a premium.

No, I'm not a table pounder. But the bear case was raised in time for longs to consider and watch for exit points. If you (JPQ, tommaso and other perma-bulls) want to leave your money on the table - hell thats your choice.

Iso, only the "no respect" comment is directed at you, tongue in cheek ...

Whew, now I feel better.

EZ



To: isopatch who wrote (85827)2/1/2001 5:13:49 PM
From: BigBull  Read Replies (2) | Respond to of 95453
 
Iso, I wonder if the latest food fight will make KB's stocks go up? ;o}

Item #3 is most important - imo.

1. biz.yahoo.com

``This has confirmed the feeling that the manufacturing sector is in recession. It confirms the impression that the manufacturing is in freefall,'' said Anthony Karydakis, senior financial economist at Banc One Capital Markets in Chicago.

2. cnnfn.cnn.com

NEW YORK (CNNfn) - General Electric Co. is set to cut about 75,000 jobs over the next two years, Business Week magazine reported Thursday, citing Wall Street sources and people close to the company.

3. siliconinvestor.com

The last bit of today's news that is germane to the speculative environment and figuring out what comes next is from Investors Intelligence, which reported this morning that bulls were back up to 61 percent. That is near a 5-year high and about the same level of bullishness before last spring's crack and bearish sentiment is down to about 30 percent. As if it wasn't obvious by looking at the stock market action, those sentiment figures tell you what the majority believes.

If item 3 doesn't sober anybody up - nothing will - except losing money. ;o)

Imo the current IEA - EAI - DOE etc etc energy demand numbers for '01 are complete dreamland. Just wait until Asian industrial exports plunge. Imo that is imminent.