SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?


To: LLCF who wrote (140252)12/24/2001 7:26:01 AM
From: sun-tzu  Read Replies (1) | Respond to of 436258
 
Nothing yet DAK. You are right though, if the next downswing occurs here, I'll have missed some good entries. I learned from the '98 and '99 liquidity infusions to let the FED finish before getting very aggressive.

The FED's efforts this past year were essentially ineffective...until Set. 11. At that point the printing press was put on warp factor 9.

So until this stuff stops...

biz.yahoo.com

And until the FED has no more rate cuts in their pocket, I am very cautious to short for anything more than a few days. We are in a traditionally, extremely bullish seasonality for equities. At this point I figure that the seasonal period will end as it usually does (april), and this will correlate with a cessation of monetary injections and economic interventions. Thus, I think the epic shorting opportunities are coming in the March time period.

That being said, I will be putting on some shorts Dec 28 and 31 since I expect a swoon for the first week of January. However, I still see that dip being bought and a resumption of this cyclical bull within a secular bear.

IMHO there is no way the FED can stop the next downswing from being horrific, so we agree completely on that point. The timing certainly is a source of debate.

good luck today,

st