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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (45385)2/1/2004 12:33:22 AM
From: smolejv@gmx.net  Read Replies (1) | Respond to of 74559
 
>>Keep buying poooots... that much is clear.<< ... and there's somebody out there, sitting in his attic porthole, with feet dangling down into the carnage room, offering us the security (ie securities) of calls and puts he's (yeah, its a he;) selling - "a spoonful of puts (*) makes the medicine go down.

It's very much like incest: it all stays in the family (g)

DJ

* or Au calls



To: LLCF who wrote (45385)2/1/2004 9:05:53 PM
From: energyplay  Respond to of 74559
 
Pax Americus /World peace plays -

Shipping - more peace, more trade, more boats needed

Big importers like WalMart and equivalents, logististics chain managers like UPS, Fed Ex DHL etc.

Consumer products in stable countries which can now cut defense budgets (not US) - look at benefits to wESTERN eUROPE WITH END OF sOVIET THREAT.

Could include Taiwan (after there is a sked/deal for unification) South Korea.


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