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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: pezz who wrote (3690)	5/17/2001 3:14:58 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 74559

hi pezz, You mean the bubble ? ... of stocks with PE's disconnected from earnings :0) I do agree you can always find something to play. I've got energy and PM's (and I'm no goldbug) both long, it's just where I've found action. Notice I didn't say value as I really don't see too much 'value' in gold, but as long as enough other people do, I can pretend...:0) I do think many will pay a price for this expansion of money supply / credit , however you wish to slice it. My sideline cash will be invested if / when: a) we get a the great bargain hunting opportunity I'm expecting or b) we really have a new paradigm where higher valuations are the norm. Hope I can get on the right boat before it leaves the dock. LOL regards Kastel Good to have you aboard. It's pretty boring when we all agree.