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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (79205)	6/25/2001 11:01:18 AM
From: 10K a day	Respond to of 99985

Pass around the Hat. Put on the Voodoo mask. Hide behind the robe. You buncha chicken doodle doos. Like this game. Moves on supply and demand. Like individual POS's's's happen to move the same percentage. What a Crock of Cheese.

To: 10K a day who wrote (79205)	6/25/2001 2:38:52 PM
From: t2	Read Replies (1) \| Respond to of 99985

Does "Bank on it" mean that you believe the same thing. That funds will dump their biggest losers because to do so won't really affect their performance in any significant way since most of the gains or losses in a fund come from the longer term holds..mostly big caps. By dumping beaten up names, they won't look bad as they won't be seen to be holding big time losers in their mutual fund portfolios---semi-annual reports. I am trying to get a feel for when certain stocks turn the corner. Do think that any selloff ahead of the FED or just afterward may be the ideal trading opportunity to take up long positions, (imho). However, averaging one's cost over the last week of the month is not a bad idea either. My bet is on a similiar move to what we saw in early April on the Naz but it may not be as big...not 30 to 40% gains of April. I will settle for 20%. <g> OK...15% is fine with me too.<g> Watch for asset allocation shifts out of the strategists. I am looking for the same change by the Bank of America strategists that went to 70% equities from 55% and then right back down to 55% after the rebound in the Naz. Expecting something out of him...short term track record means a lot.(he caught the low and then bailed out at the high). I bet he does it again, given the aggressive cutting of rates by AG. If the bond market loses more steam, my bet would be that the asset allocation shifts are in progress. We are almost out of warnings period; don't believe too many are waiting too long if they expect to miss. I would actually think that the ones that warned earlier in the month, might actually suprise a bit in the actual earnings report because there would be a tendency to throw all the negatives (and be very conservative about June revenues)into the preannouncment. These might get called upside surprises.<g>