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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Sharp_End_Of_Drill who wrote (8769)	3/4/2002 8:57:47 PM
From: isopatch	Read Replies (2) \| Respond to of 36161

Sharp. Thanks for your input. I'm a little more sanguine. But not by a lot.<g> LT we're going to reap the whirlwind. No question about it. However, for now? My game plan calls for a longer period of sub-par economic recovery than what I'm reading from the double dip folks. Don't follow anything by my own work. If I'm wrong (and it's been know to happen<g>) so be it. No biggie. Preserving capital is more important than being right, so sell stops always trump forecasts. Anyway, once the weak and spotty recovery - concentrated in sectors still credit worthy enough to absorb the Fed monetary largesse - runs its course? The next phase of the secular deflationary recession/depression will set in. But until then, see some good profit ops from the long side. Right now, the patch is my largest long sector. And it's been going like gangbusters since I started posting my string of buys here, about 10 days ago. So far TESOF and KEG have been my best OS horses. Like some of the gassers. But we could get more weakness there during shoulder season and therefore being more nimble and careful with them. Per usual, am not setting targets on the OSX or XNG. Just on board the trend early and ride it. No doubt there'll be some sharp scary corrections on the way up. But that's the way bull runs are. Seen a lot of them over many years. Have more of a time than a price target. With some significant corrections along the way, think energy works higher into September. That's all the posting time I have for today. So, my best to all and good luck with your trading, be it long or short. Cya, Isopatch