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

To: TobagoJack who wrote (58996)	1/15/2005 9:07:52 AM
From: Condor	Read Replies (1) \| Respond to of 74559

US markets down MOnday. Martin Luther King day. C

To: TobagoJack who wrote (58996)	1/18/2005 5:47:02 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Jay - Don't know if you saw John Dizard's column in the Monday FT - he has sceanarios for the bond market in 2005...sound a lot like you. As for inflation/deflation, bull or bear, I am placing moderate bets each way, have weight on each leg, knees bent slightly, as my old karate instrutor used to tell me. Prepared to shift either way. Oh yeah I think I'm ready ! That karate stuff was along time ago - if I did kata in my living room I would most likely fall over and break a lamp. Hard to explain to my wife what I was doing....;-) Might end up with no more Jackie Chan movies for a year. A contrarian move - bought some American Airlines NYSE: AMR. This is short term play. CCJ - I ended up with a lot of calls on CCJ - Cameco Uranium. I have sold some to reduce exposure. Larry Kudlow mentioned that GWB might mention nuclear power in the inagural speech. More than a few new nuke plants planned of Asia.