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

To: Frank Pembleton who wrote (9089)	3/8/2002 12:36:15 AM
From: nspolar	Respond to of 36161

Warning Season - Exactly Frank. Been the same ole gig for the last few qtrs, build em up, and tear em down. Couple of other things coming into play as well. Interest rates are up quite a bit the last few days, making stocks more overvalued against say the Fed model. Plus the dollar has weakened and should continue to do so. Rebound or no, hard to see margins suddenly improving a great deal (hey steel is now higher), nor has the employment picture done much more than stabilized. Two key issues going forward. Interesting market with all the cross currents. Counting on more rotation to the gassers, whence one may be able to rotate that back to PM's.