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

To: TobagoJack who wrote (13330)	1/11/2002 10:40:51 PM
From: pezz	Read Replies (3) \| Respond to of 74559

<<While I am at it agreeing with everybody, I strongly agree with Carranza2’s <<The answer, presumably, is to be a contrarian>> ...>> But, But,...Everybody desperately wants to believe that he/she is the contrarian !

To: TobagoJack who wrote (13330)	1/11/2002 10:56:05 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 74559

Hi Jay, that coffeeless, cupless offering of tea(?) was at least worth what I paid for it :) Good to see you back in fine form. I guess the important thing is to retain our ability to read between the lines, so to speak. Which isn't that much out of context for this thread after all. John

To: TobagoJack who wrote (13330)	1/12/2002 12:32:18 AM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 74559

I am - off-the-thread, semi-professionally, the "curiosity-killed-the-cat" way - involved with genetic algorithms in the case of "decision making under uncertainty" []. Now what could practical applications of that be;... When you have your machine chugging at some problem (capital allocation, travelling salesman, all kinds of things usually taken as unsolvable in the polynomial sense) there's a moment when some unexpected chromosome kicks in and things start again to move towards the optimum. Welcome, BF, hey, just dont ... ye know. It's essential that the mind stays open - even if it is ... ahem ... not easy to do so. The pile of virtual newspaper - that was by far the closest I saw so far in terms of "Lucky from "waiting for Godot" comes to town" and "Tristram Shandy on losing the farm and generally on the destruction of moral values of US of A". The guy must have gone through pure hell. Maybe we should have (now and then) an AA-kind-of session: "My name is DJ (Hi DJ) and I lost a pile". Btw it sort of looks like the AIRPORT has opened again for traffic - VIX is trending up into 30s. We were getting stale. On my home front - I am getting more rigorous with my money management. Sort of slipped on ice since 09/11 but hey nobody said a tripple Ridberger backwards is an easy matter. and, we got a new Bundeskanzler Candidate yesterday - Edmund Stoiber for the opposition. Runs Bavaria and will make the federal election campaign VERY interesting. Stand by for further news. dj [] anybody interested, see www.palisade.com

To: TobagoJack who wrote (13330)	1/12/2002 11:57:52 AM
From: carranza2	Respond to of 74559

Hi, Jay. Glad to see you are back: g) While I am at it agreeing with everybody, I strongly agree with Carranza2’s <<The answer, presumably, is to be a contrarian>> in post Message 16896057 and he would do well if he follows own advice (or was it a rhetorical question?) Were it so simple. I am going to be getting into a lot more cash than before. Probably not selling any Q--basis is too low. I'm a recent convert to ursal thinking so it's still a little difficult for me to take my own advice. I'm working on it.

To: TobagoJack who wrote (13330)	1/12/2002 12:25:45 PM
From: AC Flyer	Read Replies (1) \| Respond to of 74559

>>I also did not guess at AC Flyer’s portfolio position weighting relative to, say, 100% cash.<< No need to guess. I'm 100% invested in US equities via several value-oriented mutual funds. Virtually no tech though, all old economy stuff. I no longer buy individual stocks. I have learned that I do not have the temperament to do that. I also no longer believe that I can do better than the professionals. My simple-minded investment philosophy is described here: Message 16876390