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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: James F. Hopkins who wrote (58631)7/13/2003 1:29:24 AM
From: lurqer  Read Replies (1) | Respond to of 65232
 
Thanks. I enjoyed your post, and

only found 11 in the S&P over 100 Billion,
wow how the mighty have fallen..


brought an involuntary chuckle.

up to now
it's been in the smaller cap stocks


Liked the analysis of cap rotation within a momentum wave. Contrasts nicely with the standard view that “small cap trash” is the last to “float”.

Given my current view that the market is range bound, I believe there is a very real upper limit on just how far momentum can carry us. That said, I’d have a set of bearish blinders, not to recognize how well some momentum players have done since March. <envy, envy> <g>

lurqer