Steel coal transports.
umn...
by my thesis... long noncyclicals is the play... that is actuall long positions.
early cycle and technology are the hot trades... not that I need to mention what is already known.
4:42 no paper yet
Grumble Grumble.
Financial history doesn't repeat itself, but it often rhymes. You can't be stupid enough to trade off anything I say.... I'm lucky they let me out of the straight-jacket long enough to trade.
J. P. Morgan
Thursday, February 14, 2008
early cycle stocks
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