Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Liatris Spicata who wrote (12579)	1/1/1998 9:37:00 PM
From: Investor2	Respond to of 94695

RE: "I'd avoid market direction as a theme, as I believe it is not predictable. Two areas for which I have thought of starting threads are: 1) sector rotation strategy, and 2) risk management." I like the sector rotation idea as well, but for a different reason. My reason is that I believe (opinion only) that the market will remain in a trading range of about 7150 to 8500 during the year. However, individual sectors will take their turns going through significant corrections of 30% or more. One group of sectors will be beaten down while others will be flying high. (Currently, tech stocks are in their own bear market while consumer non-durables, regional financials, etc., are flying high). Under my scenario, there will be no major "market direction," so the sector rotation thread will be more interesting than the market direction thread. My opinion only, I2

To: Liatris Spicata who wrote (12579)	1/2/1998 6:41:00 AM
From: William H Huebl	Read Replies (2) \| Respond to of 94695

Larry, HNY to you, also. " I'd avoid market direction as a theme, as I believe it is not predictable" In what time frames and to what degree and to what accuracy? Surely you have seen my indicators, especially weekly ones, hit the trend week after week with usually EXPIRY being the exception... even hits then sometimes! I am interested in your response since the entire fabric of the investment mentality seems to be based on the belief in market predictability, IMHO. Bill