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Strategies & Market Trends : Shorting SPY for fun and profit. -- Ignore unavailable to you. Want to Upgrade?

To: studdog who wrote (75)	11/10/1997 10:33:00 AM
From: Berney	Respond to of 346

Karl, I agree that there will be some companies that take a big hit because of Asia. However, seems to me there are going to be some big winners as well. Consider that many companies (i.e., NKE) have significant manufacturing facilities in Asia. It seems to me that their costs just went down. It depends on whether you are a net exporter to or importer from Asia, and whether the contracts are in local currency or dollars. JMHO. Berney

To: studdog who wrote (75)	11/10/1997 10:38:00 AM
From: Premier	Read Replies (2) \| Respond to of 346

Karl, As I had indicated in a prior post I want to be 100% invested, without leverage, at 10% overvaluation. 50% invested at 20% overvaluation. 100% in cash at 30% overvaluation. Again fed model should be used as lagged indicator. It gives plenty of opportunity to act after calculations are made. Prediction is not required. I am impressed with the model because it was 32% overvalued before 87 crash and 7% undervalued immediately after the carsh. Elain Garzerelli predicted the crash but missed most of subsequent advance! Premier