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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: geewiz who wrote (8847)	11/1/1997 4:01:00 PM
From: Cynic 2005	Respond to of 94695

Art, good note. Would it be appropriate to short Corn futures? -Mohan

To: geewiz who wrote (8847)	11/2/1997 6:33:00 PM
From: Joan Osland Graffius	Respond to of 94695

Hi art, sorry I haven't gotten back to you, but spend the weekend in Chicago at the PSU & Northwestern game..we PSU dodged another bullet..next week against Michigan will be the one that lets us know if this team has character. Now on to this market. You are right, the bins are full of grain. I lived on a Farm in North Dakota and still have an interest there. My father lived through the 10's, 20's and 30's, and I remember the years since then. He taught me what the previous 30 years were all about. I have no idea what is going to happen in commodity economics. But I certainly don't see them strong going forward..most likely weaker but I do not have a feel as to of how much weaker. On to Merrill Lynch. The boys at Merrill Lynch don't know what is going to happen and they are telling us to sell, into strength, the stocks that are weak, the ones that have disappointed and those that are depending on Aisa for growth. Also they believe the capital equipment stocks will be weak. They believe corporations will slow down their capital spending and anything that is afffected by this will not participate in the next bull leg upwards. I am going to hold Intel through this, but my intel stock is hedged. In fact the CEO of Merrill Lynch came out and said he believed the market would go down from here. I take this rhetoric from Merrill as a signal to get your act together. Oh yes the message was to only hold stocks that are high quality, high quality, high quality. Talk to your later, Joan