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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (73579)	6/1/2002 9:14:01 AM
From: t2	Respond to of 99280

Still loaded or you got out on the second run to 1650? Still long but cut my exposure to 50%. That reweighting of MSCI never really helped the markets on Friday. I was confident it would; miscalculated the impact of this. One thing I am having trouble understanding is: There is certainly fear about the India/Pakistan situation. The talk is all over the place in the last few days about a potential nuclear war but the odds have not really increased of such an occurence. It has only gotten a lot of media attention with comments from the US government about evacuations. I don't see any real difference from even a month ago. However, the fear level among the American public/government seems to have increased quite a bit. ..but why does it not get reflected in the put/call ratio when it has certainly made the market nervous. For some reason, this does not make sense to me. Could P/C just not be accurately reflecting the situation right now. Insider selling window usually closes by May 31 for a lot of companies that report in July. We had tech outflows all year even while money has flowed into the market. At some point, that has got to reverse itself. That is my case for a very explosive short term move like we saw after Cisco's earnings....but a lot less confident of it now.