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To: cnyndwllr who wrote (90003)4/14/2001 2:22:04 PM
From: SliderOnTheBlack  Read Replies (1) | Respond to of 95453
 
Ed/cndywllr - "claiming" ?

re your petty jealous drivel of:

["Slider: your "best buddy" is not only getting more and more transparent in his feeble attempts to claim he is making money off this rally in the face of repeated previous posts about how he was selling before it..."]
===============================================================================

Ed; first of all - I don't have any problems with the Bullsky here or his bearish take and I don't know why you are trying to make us appear as opponents ? Second; I hand out my share of "e-smack downs" when & where appropriate, but I think with a sense of fairness & reality.

The "Chihuahua" crowd got so far off the chart in denying reality, ignoring the bad & hyping the good; that things got kind of ugly on this thread for a while - but, now they've got a fish story swapping, back slapping place of their own - over there, under the porch where the land of denial reigns supreme and they can bullshit each other all they want.

When posters have a 6 month record of bashing the Bears and buying, let alone "max margining" Tech Bottoms - literally non-stop all the way down from NAZ 3500 & then choose to claim "Victory" & celebrate, pom-pom wave & back slap because the NAZ has rallied 200 measely points off the bottom in what STILL has to be merely viewed as "just another" DCB/counter trend rally within a still BEAR Market - well; it's their thread & they can do what they want. But, if we wish to point out their continued blatant lies, their hypocrisy, their denial & their outright lunacy on occassion - deal with it...

Now; as far as my "claim" on making money on this rally - after having earlier been selling it. Let's document just what I've done & how accurate I've been"

Why I sold & when/where I saw the OSX top & the NAZ bottom:

[Friday March 2nd]
Message 15440559

re: calling a TECH BOTTOM:
["Calling a tech bottom is guesswork - but, I'd throw my guess out there of something on the order of an intra-day low of 1650 & a sub 1800 close for THE washout/capitulation day in April off of one of the "names" missing & missing big...(CSCO, INTC, or EMC etc..."]

**** now; how was that for a NAZ bottom call ? 1650ish & in April off of one of the "names" missing... pretty damn good call imho; now not as accurate as the NG top call on Dec 31st (VBG) - but, close ~

re: Calling the OSX top:
[I'd like a move in the OSX to 135 that's met with resistance again - where I can flip out of my holdings again; with this occuring just prior to the Q1 Tech reporting - so I'll be sitting in approx 30-35% Gold/Silver's and 60% cash; able to buy the Q1 reporting Tech Wreck - NAZ 1650/MOABO & the cooresponding/simultaneous OSX reaction/pullback to perhaps 110-115... "THAT" is the scenario I want to see to go back to being fully invested & an aggresive investor/trader.

The next 6 weeks will be "Real Intersting"...]

- and this March 5th:

Message 15451015

["I think the worries over the slowing US economy trump the traditional March to April/May OSX rally - as I think it's going to stall at OSX 135ish again...and do so - very soon."]

- or, this:

[To:LARRY LARSON who wrote (88399)
From: SliderOnTheBlack Wednesday, Mar 7, 2001 4:13 PM
View Replies (1) | Respond to of 90005

Giving 'em some leash - but; finger on the trigger (VBG)...
Well thank Shell for the BRR bid adding some M&A excitement to the oilpatch...

Personally BRR ought to take the damn money & run and never look back imho... but; this does add something interesting to think about... low valued reserves vs present production/cfps & eps may be the metric to do some E&P shopping with.

Haven't sold anything yet - allthough flipping my driller calls is tempting - but; one has to wait for exhaustion in this rally - OSX 140 is the next hurdle & it's dead ahead - we shall see...

Let 'em show the slightest hint of exhaution on profit taking here & Ka-Ching ~

... I'll rotate to laggards &/or wait to buy 'em back cheaper.]

*** hmmm; expecting & calling OSX 135 as "THE TOP" is one thing; but selling it is another - re:

Message 15471067

Thurs, March 8th at OSX 135ish:

[..."Sold 1/2 of all my Oils & rotated to gold at the open due to the Japanese situation. Now 15% Oils (SLB CAM RIG NR PGO & offshore driller calls); 60% Gold/PM's & 25% cash - nothing short; but watching Nat Gas stocks for puts/shorts here on further strength."]]

Friday, March 9th

[To:Olaf Koch who started this subject
From: SliderOnTheBlack Friday, Mar 9, 2001 12:05 PM
View Replies (1) | Respond to of 90005

OSX XNG XOI all "red"...
... out of all my Oil's as of this moment; except some calls on CAM & some Drillers for upside leverage down the road - I'm only holding "calls" in the patch here; otherwise it's all profit and its all allready in the register. ('bout time for the plastik-fantastik crowd to CYA).

Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan, Japan................. get the point ?

60% Gold/PM stocks, 5 % calls on Drillers/Service, 5% puts on NG E&P's & 30% cash....and a boatload of patience and a healthy respect AND fear; for the BEAR who's still large & in charge...]

*** well; Ed - I'd say that was a pretty good call in advance on where the OSX would show exhaustion & fade - and also "why" it would and guess what Ed - it did and I got out right at THE top... it's all right there in black & white.

Read it & weep chihuahua breath...the Oils rolled over the next day Friday March 9th - all red...

But; on top of getting out at THE top; how about calling the bottom via the SI SD Chihuahua Capitulation Sentiment Indicator (rofmalo) re this:

Message 15614797

To:Post_Patrol who wrote (89694)
From: SliderOnTheBlack Wednesday, Apr 4, 2001 4:19 PM
View Replies (2) | Respond to of 90005

SI THREAD SENTIMENT - METER ALERT ~
... the arrival of the space balls & angry chihuahua's who made it thru all that traffic to crawl back "over here" - under our fence; to try to get in a last few ankle bites - tell's me we may be ready for a nice little Oilpatch Rally.

We clearly had the SI Oilpatch Thread Sentiment Meter read - capitulation yesterday and I put some cash to work; as the SI Thread Sentiment Meter has not been wrong on buy, or sell indicators in 18 mos & I'm being stone cold serious about that...

I bought a nice load of calls yesterday & a little common in mainly drillers - RIG PDE ATW , got some MVK & CAM for service exposure - nothing of the "Mad Max Margin" level; but I'm 25% back in oils with about half of that being out of the money calls that are very levered should we pop back thru OSX 125ish & should we see OSX 150-165 will have tremendous % upside returns. "]

**** well Ed; the "reality check" above in black & white; shows out at OSX 135 & back in at OSX 105.... gee; WHODATHUNKIT ?

Sourgrapes is one thing; but blatant bullshit lies about what someone did, or didn't do is another.

Ed you're not just an asshole; you're a petty jealous , old windbag & a scumbag.

Go back & look when I talked about selling & dumping Oil stocks at OSX 135 -literally scan the posts here over the next few days - all the chihuahua's from "Plastik Fantastik" came over here spewing BS at me - as usual.

But, guess what ED; I was right and YOU & THEY were WRONG; it was THE top and it was time to take profits.

Guess what else Ed; I got right back in at the bottom as well & we'll have to see if flipping half of what I just bought on wed/thurs was prudent as well... only time will tell.

Ed; this thread was one of the last places that people could read something besides cheerleading & good news, just the good news & nothing but the good news. A place where we actually realized that the Oilpatch is first & foremost a CYCLICAL sector; a place where people were warned about trying to trade them like growth stocks. A place where profit taking & even shorting the Oils has made money & place that has called the tops pretty damn well during these trading ranges - in addition; to having a pretty damn good track record in when to re-enter at the bottoms as well.

Ed; we've been short TECH & in the BEAR mode on a Macro basis since last September at NAZ 3500 - when the "Thread Wars" broke out here on this thread.

The reason the "thread wars" broke out - is because the bullshitting & fabrication levels just got intolerable.

People went into denial about their public track records here - but; that wasn't even a problem. We could tolerate the denial & bullshitting; but then the Bullshitters (read YOU) had to misrepresent the track records of those of us - who did do a pretty good job on taking profits & trading defensively thru this Bear Market.

It was the petty jealousy & the misrepresentations; - just like in what you just did in the post I am responding to here; that led to "some of us" turning the tables & just relentlessly shoving your faces in your lies, bullshit & terrible trading calls/track record.

So Ed; you can continue to post your pithy, petty jealous little bullshit & occassionally I & others will take the time to "cut & paste" a REALITY REBUTTAL and address you as what you are - a petty jealous, lying scumbag that has lost his ass in this market because you got lazy, because you got greedy; because you got emotional and most importantly of all - because you just aren't very fucking smart...

Have a nice day Ed; but I don't think you can; as you've had to have lost your ass since the scoreboard since your original appearance here now reads:

Bear Market - 1900 points
Chihuahua's + 160 points

.... Ed to me; it looks like you've got about another 1,740 Nasdq points to go; before ANY celebrating is in order and since the Chihuahua's didn't get out of Gas in late Dec and didn't sell the OSX rally back in Aug/Sept, or this move in March to OSX 135 either; you obviously don't have much to be celebrating about.

Ciao~



To: cnyndwllr who wrote (90003)4/14/2001 3:40:56 PM
From: cnyndwllr  Respond to of 95453
 
To clear things up, only the first paragraph is directed to Big Bull. The rest is directed to Slider. Note the :::::. Ed