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<FONT face=Arial color=navy
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"The Secret to
the Market is Rotation, Rotation, Rotation." The Frost Sector Rotation Fund is
part of the Frost Bank family of Funds. (CFR-NYSE)
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<SPAN
style="COLOR: navy">Duke,
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The
secret of identifying a major bottom relates to an old Wall Street adage which
goes "when they raid the brothel everyone goes including the piano
player". The only rotation which will help you in a major stock market
bear market is rotation out of stocks until you see the "piano player" in the
pokey. The piano player is symbolic of the segment everyone thinks is
exempt from getting raided.
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<SPAN
style="COLOR: navy">Cheers,Norman
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<FONT face=Tahoma color=black
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style="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Tahoma">-----Original
Message-----From: charles
meyer [mailto:chmeyer@xxxxxxxx]<SPAN
style="FONT-WEIGHT: bold">Sent: Tuesday, July 23, 2002 2:41
PMTo: REAL
TRADERSSubject: [RT] GEN:
CONTROVERSIAL ECONOMIST....
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<FONT face="Courier New"
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style="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: 'Courier New'">Group-<FONT
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style="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: 'Courier New'; mso-fareast-font-family: 'Courier New'">This
guy; who lives I believe in Dallas; wrote some book a few years
backexplaining various historical economic cycles. One of
these ideas was thatthe U.S. economy was facing a deflationary
environment. His book came outjust at the wrong time--1997
to 1998 time frame I believe--just when themarkets took off to
the upside. I recall visiting his web site
whichcontaineda great deal of information.
Does anyone here recall this guys name; or hisweb site
address?
Thanks.chas<FONT
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