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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (6554)	5/18/2006 9:22:12 PM
From: Taikun	Read Replies (2) \| Respond to of 220255

<The end of the suspense is nearer All will soon become clear> Perhaps...Perhaps not. Maybe we get a little relief rally that peters out? Everyone tells me nothing has changed, the commodity/energy story is stronger than ever. Hmmm. I see demand destruction in US energy, and US consumers no longer using their houses to fund their gasoline purchases. Alternatives are moving slowly, but the consumer is speaking. jump in US job claims inflation showing up requiring a more hawkish Fed US gradually becoming more competitive globally with a lower dollar general global tightening by CBs increases borrowing costs even if liquidity is maintained Don Coxe is talking about holding onto mining shares for the NEXT bull market. (Try telling that strategy to people who still have a smattering of tech stocks in their portfolio, stocks that were $100/shr or more higher at the time) I'm hanging onto a fistful of shares and wondering. I think the market might be telling us something has changed. CNQ sliced right through its 200dma right now. stockcharts.com If a recession is 6-12 mos away the market will start to price that in now, and that is what we're seeing. In other words these supposedly strong fundamentals could not be so strong in 6 months. Will we see new 52wk highs? Maybe if the Fed quits very soon. I hang onto my fistful...waiting.