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To: marginmike who wrote (121969)7/23/2002 9:03:48 AM
From: Dexter Lives On  Read Replies (2) | Respond to of 152472
 
well played on that list! i get your point about being short but keep in mind that vxn hasn't spiked that much - it could mean tech is still vulnerable (plus a lot in techland are looking up). See 52 wk high quote.cboe.com

I'm busy writing out my New Year's selling list - anything and everything tied to the debt bubble. -g I hope it gets there! -NG

A lot of these stocks are starting to roll over but we need the consumer to cave to create the final pushover. Still haven't committed to miners yet but I'm starting to think an allocation makes sense here...

The credit bubble is bursting from all sides (or at least showing severe cracks) - it's almost time to be a pig but we need a good sized rally first (please!) to bring more money in and establish the new "bull". then it gets ugly re: recognition wave this winter through middle to end of '04. Nobody will want stocks after that (ok maybe a few of us... -bg). Hopefully that's as far as the bear will go?! Or we could have bigger problems...

jmho. rob