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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: FLACK who wrote (95392)	7/18/2007 11:58:16 AM
From: Rarebird	Read Replies (1) \| Respond to of 100058

This Bear Stearns' Wreck is likely just the tip of the iceberg.... Traditionally, the Dow Industrials have been the last to top in a bull market. That appears to be what I'm seeing right now. I know the Bears are hungry, but I'd wait till early August to short this market. To be sure, the broad market is lagging badly, indicating an end to the bull market; but it's essential to get confirmation that the relative strength of the Nasdaq 100 versus the S@P 500 has peaked before I put on my bear suit. Before we get a prolonged slide, the broad market (Russell 2000) should rebound in relative strength compared to the S@P 500. PS Very Nasty storm in NYC this morning. Roadrunner was down for almost 4 hours.

To: FLACK who wrote (95392)	7/19/2007 7:18:42 PM
From: the navigator	Read Replies (3) \| Respond to of 100058

I have a sort of general question re the brokers involved in the hedge fund debacle - doesn't this situation make them prime short candidates? I have no experience in shorting and anytime I think something is "obvious" I'm always suspicious of my conclusions but it seems to me that Goldman Sachs/Merrill Lynch/Bear Stearns/etc. should be great short plays. I'm interested in the opinions of those on this thread who are more experienced short players. tia--