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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (20)	9/12/2003 12:06:22 AM
From: nspolar	Read Replies (3) \| Respond to of 108747

After getting my ass handed to me early this year on a few puts (first of my life), I have vowed revenge. Hopefully this weekend I will have time to look a little deeper. I currently think it very close to the right time here. I am a greenhorn in the option area, and it showed. But you don't learn by not doing, now do ya?

To: isopatch who wrote (20)	9/12/2003 10:56:56 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108747

nice, Hamilton of Zeal in July issue put it well stretched stock valuations complacent VIX bear counter-rally out of steam poor quality earnings from cutbacks, costcutting the biggest overlooked issue imho is the cutbacks companies are eliminating key assets from which they leverage revenue and profits -- EMPLOYEES WITH SKILLS Hamilton called this period as going thru the eye of the cyclone in a few weeks we will enter the second half of the cyclone the first half was first several months of 2002 nice to see your thread I liked "ISO'S PATCH" / jim

To: isopatch who wrote (20)	9/12/2003 10:57:54 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 108747

CNBC interview on Thursday with Greg Weldon he is called by John Mauldin as the brightest star out there the Fed had been bullish on money supply growth in a 10-wk period, Greenman had pushed $250B into stock market a single week now shows a -$65B decline in MZM the MZM is now below its 50day Moving Avg Fed willingness to perpetuate this insanity is on the wane he calls it a major headwind for stocks the chip group was up 125% recently that retraced 2/3 of the 2002 yearly decline he thinks this tech rally is utterly exhausted entire stock rally is nothing more than a correction on an ongoing major bear market VIX is down to 20 now, which indicates a trend change combine VIX complacency with MZM slowdown, bearish he is scaling down long positions, including US & Japan we could see a rotation from stocks into bonds DONT EXPECT JOB GROWTH FROM ANY IMPROVED EARNINGS I find Weldon to be brilliant and concise, no frills / jim p.s. I mentioned you to Richebacher as expert in oil & gas and several commodities I may ask for some key data later, if ok with you