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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?


To: dvdw© who wrote (15897)5/25/2004 12:17:50 PM
From: Chip McVickar  Read Replies (1) | Respond to of 207109
 
dvdw....

>>The Supply Imbalance portfolio is up for the week, these volume sensitive issues are telling a great story, they mostly delivered stellar earnings and guidance but were systematicly sold, at the same time, they are all seeing rapid gains in institutional % owned despite the buyers strike...so it all boils down to stealth accumulation being done against a heavily oversold market. While the hedgies are keeping the tone of the market negative, the most valuable companies looking into the future are basicly locked up.<<

You can see this happening through your work....????
That's Amazing....!!!

>>indeed the arb functionaries bought the rotation candidates in Q1, which means a guaranteed supply will be available in July to those who need them....this market is about systems and the systems need to be stalked. News is spun according to the systems greatest need....when fear is needed almost anything will do...when greed is the prevailing metric, those specialists in greed speak are rolled out...<<

That insight in my estimation is a key to understanding what the wicked weasals in their badger holes are cooking up for themselves. It's more valuable then the sentiment indexes.... I don't know how you find these insights, or if you've got an Indicator worked out... but I think your got a finger on the pulse of a major artery...