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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: donald sew who wrote (9689)	6/20/2001 7:57:44 PM
From: Fundamentls	Read Replies (1) \| Respond to of 52237

Hi Don, Since Im now 96% cash, that would mean I have 18 more 5% positions if things go wrong. Just to clarify when you say a 5% position in USPIX: since USPIX tracks twice the negative of the change in NDX, is this really equivalent to a 5% short position in the NDX, or 10%? In other words, if you were 100% invested in USPIX (I understand you'd probably never do this, just hypothetical to understand the math), would you really be 200% short, or should I divide by two when I calculate the size of a USPIX position? BTW, congrats on yet one more timely call, and thanks for your really clear explanations of what you're seeing. Regards, Fund

To: donald sew who wrote (9689)	6/20/2001 8:10:58 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 52237

Don, the "VIX" is really screwing with my signals but, i can't ignore the obvious, anomaly or not. get's tougher by the day and with no visibility, rally's getting sold and bad #'s across the board, i'm inclined to step back go outside and smell some roses.... any hints or does this "anomaly" present often enough to be contrary?