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

To: russwinter who wrote (25199)	1/9/2003 5:00:36 PM
From: nspolar	Respond to of 36161

russ, you reminded me that maybe I need to throw a few brokerages in there as well. Thks. After today I have a decent core. I may go out on a limb and make it a huge core. Next few days will guide me.

To: russwinter who wrote (25199)	1/9/2003 7:10:56 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 36161

You may be a little early going short IMHO, but little doubt that we will see a big swoon before long. The boys often push the averages through key resistance areas to suck in amateur technicians before lowering the boom.

To: russwinter who wrote (25199)	1/9/2003 11:49:44 PM
From: Claude Cormier	Read Replies (1) \| Respond to of 36161

<. Went straight short the following "dark side plays" (great term, mind if I borrow it?)today: CFC, GS, MER, RDN, DE, MBI. Easily recognizable theme wouldn't you say? > Indeed. But what is DE doing in this financial group? Thought on FNM?

To: russwinter who wrote (25199)	1/11/2003 12:43:54 PM
From: Silver Super Bull	Read Replies (1) \| Respond to of 36161

RW, RE: <This may be about it on the rally, big upticks in interest rates, I think we've entered a bond bear market and that will be brutal. Went straight short the following "dark side plays" (great term, mind if I borrow it?)today: CFC, GS, MER, RDN, DE, MBI. Easily recognizable theme wouldn't you say? > Ford and GM have huge exposure to interest rates and consumer finance. Of course, they also are tremendously leveraged (both financially and operationally) to auto sales, which in my opinion have peaked. Have you considered these as possible shorts? I was listening to one of the business programs the other day, and they were interviewing Carlos Ghosn of Nissan. Very interesting. He made some kind of comment in effect saying that with the special financing the car companies aren't selling cars, they are selling deals. How true. DB P.S. Talking about Nissan...this new G35 Coupe sounds very interesting, and it looks great, with the exception of the rear tail lights. It is getting fantastic reviews in the car magazines.