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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (8079)	12/10/1997 8:16:00 AM
From: Allan F	Respond to of 9285

Don't forget the Yak milk shortages! <ggg> -Allan

To: Bill Wexler who wrote (8079)	12/10/1997 8:24:00 AM
From: Franco Battista	Respond to of 9285

Bill, I felt the same frustration on Friday when the unemployment numbers were released and the market still went up! I felt like throwing in the towel! Then it hit me, if as a short I am ready to give up, the turning point must not be far away. Remember this spring when it seemed no amount of good news could get the tech stocks moving up? Well, now it seems no amount of bad news will get them down! Even worse, the dogs are the ones flying the highest! But, one day soon, reality will set in, as it always does. Patience is the key here. Let the fools party for the moment, they will be picking up the pieces later.

To: Bill Wexler who wrote (8079)	12/10/1997 8:39:00 AM
From: Roger A. Babb	Read Replies (2) \| Respond to of 9285

Bill, we are getting near a historic shorting opportunity. I think the turn will come before end of January.

To: Bill Wexler who wrote (8079)	12/10/1997 9:36:00 AM
From: hasbeen101	Read Replies (2) \| Respond to of 9285

Bill, yes US wages and economic growth are strong. This is inflationary. And yes Asia is falling into a hole. This is deflationary. Without seeming flippant, I'd like to know whether your concern is inflation, deflation, or both. If both, please explain how this is possible. I agree that on the whole the US market looks somewhat overvalued. But lets face it, the US dominates the global software market, has sound macroeconomic policy, and has a flexible productive labor force. I do not find this as compelling as you seem to. Please share your opinion.