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To: Earlie who wrote (98678)4/30/2001 11:42:09 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 436258
 
Earlie, good point on that "liquidity being shoved into the system" . The problem to solve is , what are the beneficiaries of that excess liquidity? So far I've noticed that the effect has been pretty steadily positive for those energy royalty trusts that I mentioned before -- ERF, NCN, SJT, and HGT being my favorites -- and among some small cap value funds. Here are MVALX, ASVIX, and RYLPX, which have been performing well for me:
finance.yahoo.com
I've been cashing out on the techs (just in time to avoid some of today's profits) <gg>....Techs don't seem to warrant much of a heavy commitment for now..... maybe July or so?....
dlo