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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?

To: Alex MG who wrote (15021)	11/7/2002 11:09:08 AM
From: dvdw©	Read Replies (1) \| Respond to of 19219

I dont know what you said; but the key to combating the trend from an investment point of view is to park assets in Scarce floats with strong fundamental growth. Buying Scarcity and forward fundamentals is exactly the perscription for what ails most portfolios. The markets ebb and flow is directly related to uncertainty of final demand on a forward basis. The attempted liquidity show being put on by the fed is in fact the exact strategy one would expect. I monitor scarcity and forward fundamentals of particular stocks, these areas are being heavily obfuscated in the present. Which tells me that the war for Supply ownership in these securities continues unabatted. On the other hand, those liquidity investments used primarily by traders continue to be sold. How long does it take for a 7 billion share float to find balance with financial metrics on a forward basis? My guess is more Years than you might imagine. ( 70% Trade of mrkt vol vs for 30%Investing?) Many concerned market participants seek the cover of gold, why this is true is also tied directly back to Scarcity of the commodity itself. Perception is everything. The Market is going to be performing in a disconnected fashion for some time, Liquidity of the trading community not with standing. Investors must now ferret out who has the right products for the current business cycle and beyond. Yesterdays winners have no claim on tomorrow. Dont expect the talking heads to tell the truth, the last thing they want is competition for the scarcity they themselves have identified as being material payoffs for performance in the future. Please dont reply to this message as a trader who is playing indexes, what I am saying has almost nothing to do with that world. There are forests and there are trees, IMO investing is about Trees.

To: Alex MG who wrote (15021)	12/1/2002 2:07:12 PM
From: J.T.	Read Replies (2) \| Respond to of 19219

Remember this? Message 18242928 And specifically the Bear turned Bull I mentioned here? I know one well respected long term Bear who turned Bullish blowing up the P/E argument you put forth. Do you know what the DOW P/E ratio was in 1932 into the bottom and 1933 P/E ratio after the initial melt-up? Do you know there was absent earnings in 1982 before the great bull commenced and do you know how high the DOW and SPX P/E ratio spiked in 1982 before the mega launch of the great Bull market? Get a copy of Barrons and read up on this Bear turned Bull on page 32. It is no easy task to think outside the box and be fiercely independent - especially when put through the fire and skeptics hurl heapings of venom and additional servings of mockery. But we are above all that drivel. Hope your pancake flipping is going well.<g> Make sure you get out and smell the brisk fresh air. Happy Holidays. Best regards, J.T.