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To: 16yearcycle who wrote (9663)	11/16/2001 5:29:21 PM
From: 16yearcycle	Respond to of 57684

Now the fed model shows us 4% overvalued, and the vix hit 27.20. Just a little more fragile than this am. If we get to 15% overvalued and the vix is at 23 or less, I will consider going to about 25% long and the rest cash, with a fair amount of index puts. And the momentum may well take us back to extremes.I have the feeling we end this game of the last 4 days to the upside, but I don't want to be aggressive in here.

To: 16yearcycle who wrote (9663)	11/16/2001 8:05:01 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

Plus we are at resistance levels. I am expecting a pullback but I don't think it will be very strong as all the sideline money that missed the rally off the September lows is itching to get back in. What do you think of NVDA, its earnings have actually increased throgh all this economic weakness. Anindo