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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (1759)	11/26/2006 10:18:50 PM
From: Taro	Respond to of 20435

Sorry guys: BOARISH, not bearish. Taro

To: Taro who wrote (1759)	11/26/2006 11:42:08 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 20435

I read something about hedge funds becoming a little too defensive over the course of the past year. Now they've found themselves a little behind the indices and need to goose their returns through the end of the year. Seems to me techstocks ought to do well for the next month. If you're a hedge fund guy with an S&P level return, or even behind the curve a notch--maybe you're reaching out to techstocks now. For 2007, look to the ten year treasury (it is killing me--I've been sitting 90% cash for several years, rates that never rise...) Where you going to go? It seems to me that not a lot of money has to rotate out of the blue chips to set the Nasdaq and such moving.