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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (3449)	12/16/2003 5:49:14 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

HEARD ON THE STREET Energy Stocks May Be Worth a Look Oil prices are likely to remain relatively high throughout most of next year as the global economic recovery spurs increases in demand, even as supply picks up. online.wsj.com

To: Wyätt Gwyön who wrote (3449)	12/16/2003 7:30:55 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

<Money Eating Itself--where there is so much sloshing around that you end up with all these heretofore noncorrelated sectors--gold, financials, tech, REITs, cyclicals--all marching in lockstep, like soldiers across a bridge.> Ultimately a gigantic short on everything will be the trade that works in spades. Until then, it may look like popcorn, with rotations, little blowups here, new bubbles popping up there. As of now I'm just feeling and groping my way along towards Gotterdammerung. Still short financials, tech, various tulip bulbs. My retail shorts like KSS, FD, LOW, COH, GTRC, AN are starting to work now. Long energy, butfinger on the trigger. Have several large PM holdings (WTZ and AGI) that I can't sell until January because of private placement restrictions, and tax holding periods (was a blessing in disguise, better to be lucky than good sometimes).

To: Wyätt Gwyön who wrote (3449)	12/16/2003 12:49:56 PM
From: NOW	Respond to of 110194

i am not disagreeing with you about the possibility of a real sell-off: I have said so elsewhere. but your statement was wrong according to those who track analysts recommendations