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In a message dated 7/25/02 9:22:26 PM Eastern Daylight Time, dbewers@xxxxxxxxxxxxx writes:
EVERYTHING SAID BELOW IS TRUE. HOWEVER, ONE MIGHT INCLUDE CASH AS PART OF HIS ROTATION SCHEME AND HE WOULD NOT BE WRONG!
Subj:Re: [RT] GEN: CONTROVERSIAL ECONOMIST....
Date:7/25/02 9:22:26 PM Eastern Daylight Time
From:dbewers@xxxxxxxxxxxxx
Reply-to:realtraders@xxxxxxxxxxxxxxx
To:realtraders@xxxxxxxxxxxxxxx
Sent from the Internet
This is funny, basically their is no safe port in a hurricane ( being you are in Naples)?
----- Original Message -----
From: Norman Winski
To: realtraders@xxxxxxxxxxxxxxx
Sent: Tuesday, July 23, 2002 3:07 PM
Subject: Re: [RT] GEN: CONTROVERSIAL ECONOMIST....
Duke
"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)
Duke,
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.
Cheers,
Norman
-----Original Message-----
From: charles meyer [mailto:chmeyer@xxxxxxxx]
Sent: Tuesday, July 23, 2002 2:41 PM
To: REAL TRADERS
Subject: [RT] GEN: CONTROVERSIAL ECONOMIST....
Group-
This guy; who lives I believe in Dallas; wrote some book a few years back
explaining various historical economic cycles. One of these ideas was that
the U.S. economy was facing a deflationary environment. His book came out
just at the wrong time--1997 to 1998 time frame I believe--just when the
markets took off to the upside. I recall visiting his web site which
contained
a great deal of information. Does anyone here recall this guys name; or his
web site address? Thanks.
chas
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