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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Freedom Fighter who wrote (6798)4/16/1999 9:09:00 PM
From: Michael & B.Anne  Respond to of 78576
 
Even in hindsight, I can't find the immediate catalyst

1) perhaps end of ira/401 funding internet fund buys
2) general movement of feeling that the U.S. is overvalued, and the tech's are the most overvalued of all.
3) even runners on "speed" must run out of breath sometime

just the beginning IMO - over exuberance difficult for cultists after this week

I like a slow rotation.. hard to hold in (for me) with possibility of total stampede ..

finally - I will short AOL (carefully and not with a lot of money - just as form of personal retribution :)

regards