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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: quehubo who wrote (33297)7/3/2004 12:18:57 PM
From: profile_14  Read Replies (1) | Respond to of 206097
 
que, I agree with you about the risk profile, but not on the reward. I think it is because everyone is looking one way that I find the opposite side of the trade attractive. When I look at seasonal patterns, I get compelled to take that side of the trade. I look at earnings, news, and all of the other stuff as noise, because no matter what, the seasonal pattern repeats itself, whether or not the sector is in an uptrend or in a downtrend. That is the loudest thing I hear, which can then be dressed with more specific news and weather items. Look at the cycles, because these are cyclical commodities and companies. Perhaps you can see the same cycles I have. Let me know. Best,