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

To: TobagoJack who wrote (48607)	4/16/2004 12:00:15 AM
From: Cogito Ergo Sum	Respond to of 74559

Message 20030008

To: TobagoJack who wrote (48607)	4/16/2004 1:21:50 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

What if: 1) After looking down the abyss –hungry alligators, knife edge stones, rapids, quick sand guarded by Komodo Dragons -if we fall out the water- investors and the financial community as a whole- have discovered that the THE END is too unpalatable and they decided to step back from the edge of the abyss and keep financing the US. Not let capital spread more evenly and keep partying on for, let’s say, five years more? Capital flow into the US continues, US keep hogging capital real good, China keeps fabricating like mad and let’s leave this for the next generation to suffer the consequences of facing the abyss bottom? 2) The ticks that suck the blood of the zebra (China, Japan etc) is giving the zebra a break so that the zebra can graze to resupply its blood get a little more healthy so that the colony of ticks do not kill the zebra that feed it? Interesting support for this theory is the fact of that: <<… all the inflows went into bonds, rather than equities, did seem slightly odd>> Source Financial Times: “Dollar Consolidates gains thanks to portfolio data” Published April 15, 2002

To: TobagoJack who wrote (48607)	4/16/2004 10:29:58 AM
From: isopatch	Read Replies (2) \| Respond to of 74559

Jay. <...what IYO will more likely go up than down?> MY STOCKS!<VBG> Seriously, come on over to NRS and take a look at what we've been up to. Not every idea is a winner. But, the batting average of our little bandit cabal is pretty good. AFA disasters? Adjusted my tactics, earlier this year, to better manage what I perceived was a higher level of market risk and volatility in the small cap stocks that I favor. In fact, have repeatedly posted the view, since February that traders should: 1. Focus on fewer positions. 2. Shorten their average holding period 3. Run their portfolio with higher than normal cash levels. Gotta run. Iso