1) "PSYCLE SENSE sm": new:
Once again - are we good, or what....tons of new and continuing pops among a plethora of our previously-depressed Techs, in section (4) yes ? Once again, we gotta be the only guy around to give out the Techs right from recent lows herein for ya, yes ? Glas to be of continuous excellent service to y'all....hope you are in a bunch....and am again, most proud of having also given out plenty of successful Puts, simultaneously....my "PSYCLE sm" at its best....certainly overcomes the plethora of QSL's we endured last year....see why it pays to stay with it, add money after occasional rough periods, and get aggressive in the Dec./Jan. period with my ideas ?

As usual, and most illogical and frustrating, I have been unable to get many of my fans, clients, and people I truly care for and about, to 'do' what has been pretty easily-exploitable actions and ideas the last 2 months....what a shame.... but I will not stop trying to help others....and I will always come from my heart for y'all....I am also proud of our 'cheapies' outperforming, as usual, especially around the tax-selling season, as was so obviously-exploitable recently....the pattern rarely changes...

also note, along with other bullish internal market indicators mentioned recently, I added the 'Russell 2000 Index' as pot. longside idea....but, not a negative item (yet), the new I.I. % bulls/bears, shows 56.7 % bullish NL guys, up, and 32.6 % bears down somewhat recently....this does not help up much....but do continue to note the improving A/D figures, which 'the 95%' continue to miss.... sure, only after things are up a bunch, will them finally jump on board, right ? The pattern arrely changes, and they rarely learn....good for those of you/us who do take action near lows/highs....

Wed., CNBC, 11:11, quoted a likely-correct technical analyst whose name I missed, saying, in 1987, 1990, 1992, 1994, 1998, 1999, the NASDAQ corrected about - 20 to - 25 %, and each time it rallied back it, to which I concur, as you know ....are you invested enuf yet ? if not, why not ?

that said, a CNBC gal, Fri. 10 am, unfortunately said, "everyone we spoke with today on the floor is EXTREMELY pleased at what is going on....", so, of course, take all these Gains with a grain of salt, and caution, yes ? and, of course, these same people were terrified at the lows, yes ?

always try to also VIEW charts of the ones we 'just miss' to learn the patterns even further, as they were also given herein specifically as well, yes ? more proof of "PSYCLE sm" power/value....

2) "What's Been Said, and What I've Read":

a) Important Industry Group (Rotation) notes:
1) I am proud to have, as usual, been the first/only to have given out the depr. Semis right from lows, shoholding up well, rising.... 2) please keep in mind the Chems., all areas of, on pullbacks....as usual, I am among the very few seeing their decency, especially from recent lows where I was, as usual, the first....to learn, note ny first-to-foresee S.T. top in Energy stocks/prices, 'linking' to the improved performance of Chems., get it ? ....3) I am also going to add 'the Russell 2000 Index' as a buy in budding saucer, see it ? this could be good for our type of depressed stocks, yes ? we shall see....

4) and recall my first-to-predict recommendation herein, several weeks ago, saying 'junk/H.Y. bonds' represented a relatively better value vs. the 30-yr.T-bond, which I also gave at low around 98 (which, of course, rose to 106+ quickly, yes ?) ? well, that 7 % yield advantage has doubly rewarded buyers from then, ay ? are you remaining open-minded about any and all types of ideas which befit my "PSYCLE sm" at all times ? if not, why not ? hope so.... 5) I will also end upo, as usual, being the first to have given out the 'Comp. Storage' stocks herein from recent lows, as well....next....

b) more, misleading, sensationalized, Late, and/or improper/incorrect comments from the Financial Media, Reporters, etc.:
1) finally, recent newspaper headlines read, "Dec. sales growth at 10-year low", get it ? while WMT and TIF had worst results in many years, as predicted...hah.... 2) in a rare possibly-prescient headline, 1/4 Bloomberg asked, "is the Treasury Bond market's rally over ? sell on the news of rate cuts ?", for which I give them kudos....of course, we don't know whether they also called the recent lows, dig ? but good for them to print this for people's benefit.... 3) 1/4, L.A.T., headline (as usual, a bit late, yes ?) "Invest: Tech. Sector, once again, is a favorite....Fed Victims: 'defensive' stocks fall...." listed the health-relateds, energy-relateds, food/bev., tobacco, consumer, stocks, exactly as I was first/only to have predicted herein for you....thanks for the heads-up, guys....

4) in an especially ignorant rant, the CNBC reporter-gal, Wed. 9 am, showed chart of SCH, trying to 'stretch' to creat a story (re-read my "Media" booklet), saying, "it's stock has not done as well as the other Financial and Bank stocks, not rising on the lowered I.R.'s recently...." as if a discount brokerage co./stk. might EVER react to such an UN-related event, ay ? amazing.... 5) Wed., L.A. TV news station asked, "what happened to 'solar energy' as an alternative to help our power problems ? tonite, we speak with the pres. of "BP solar corp." - gee, I wonder why one of the largest oil/gas firms in the world, would NOT want to push alternatives....hmmmm.....not..... 6) well, now we know: Wed. 10:30 , CNBC's BIll Griffeth, talking about 'stop' orders' (don't getme started, obviously, as only NOW he mentions them - God forbid he should have done so when I did, on the Techs, way back near their highs, yes ? but I digress), flat-out said, "I have never put in a stop order in ym investing life..." Yikes....well, there it is, ay ?

5) in another shameless attempt at sensationalizing a possible story which may not even exist yet, Thu. 9 am, CNBC's Bill Griffeth (boy, I sure am mentioning him a lot lately, ay ? maybe he should take a long vacation ?), pitched, "and, later today, a story about a potential new invention by someone in Silicon Valley, who, some people say, may have created a product that might impact us more than the www....code-named 'ginger', we are not even sure what it is, or how it works or what it does....I don't want to tease you (liar !), but be sure to watch our story later...." hey, what kind of crap come-on is that, man ? geez.... get some care, and some brians, folks.... 6) CNBC, Fri., 9:48, their overrated, overpaid WSJ 'bufoons often, helpful on occasion', Obrien/Bauman, finally hoighlighted some bouncing Tech. stocks, but, as expected saying, "but, we are still not sure this marks a bottom, nor a continuing uptrend....and many B0-firms continue to recommend not getting into these, yet...." Normal, usual, off-the-lows comments, "PSYCLE-wise", yes ? Of course, they will all jump in, later, higher, when and if, right ? the pattern rarely changes....

7) then, a hilarious one, again from CNBC" Bill Griffeth, Fri. 9:53, interviewing a waste of a gal who supposedly handles investments for children (don't get me started), Mr. G. saying, losses shoudl be a learning experience - if one considers buying a stock that falls, a mistake...." Amazing, huh....and he gets paid for all his drivel spewed out to millions of unsuspecting people ? ....plus, that gal Gottfried, actually also said, "hey, mine, and my kids portfolios, are both still down over -40 % recently, so...." I am not kidding (pun intended)....once again, I ask, if these people do so badly, why does CNBC have them on at all ? geez....here I am, folks....

c) more incorrect/misleading/sensationalized, and/or improper comments, from Fundamentalists/Companies, newspapers/magazines, etc., vs. illogical/Contrary/Unlinkable, past/present/future economic items, and/or stock price moves:
1) Jan. '01 Ticker Mag., agaiun, chronicled "poorly managed 'net vendors into an e-tailspin", only after biug unpredicted-by-them drops, dig ? they offered nothing of D.A.F.P.P.V., as usual....so, what good are such articles, if they NEVER help share the top near the top, in future I.G. rotations ? I rest my case....they wrote, "AMZN is one co. stk. we have nothing good to say about." Hmmmmm, a decent S.T. buy then, by my "PSYCLE sm", right ? ditto with PCLN, "they definitely would not consider PCLN now, either." ....2) recent BW mag. negative article, "Hazy picture at Polaroid", comes, as usual, near its bottom $ under 6, so interesting L.T. probably, dig ?

3) Wed. a.m., CNBC worried about how 2 of ours longsiders, MOT and YHOO, would/will 'react' to earnings out that day.... 4) CNBC's Bill Griffeth, Wed, 9:10, tried to create a bullish story, IN-correctly and misleadingly exclaimed, "SunTrust Bank's earnings look real good...", when, in fact, its stock remains BELOW its predicted-herein $ 80 high where I was the first/only to give it out herein as a put correctly, it is up from 40+ to 65 recently, BEFORE any 'good news/fundamental announcement' came out, yes ? in further fact, it is now approaching resistance again....amazing, huh....the pattern rarely changes.... 5) according to CNBC, Wed. 9:46, three major B-firms have made UHS and RIT their top-health-care pick for 2001....gee, where have they been ? and, you can see the end-of-their-parabolic-rises here, yes ? they also love WLP, IMPH, up here, etc., so the pattern rarely changes....oh, and then Bill Griffeth again IN-correctly/misleadingly said, "all those stocks are doing VERY well today...." Geez, guy, learn something, huh ?

d) more, likely late, incorrect, and/or misleading, comments, from Brokerage firms, NL writers, Analysts, economists, Money Managers, etc.:
1) my toungue-in-cheek pan to all the B-firms who, as with all the others I have chronicled recently, finally lowered opinions on VERT yesterday....only after huge drop, as usual....amazing.... 2) 1/5, L.A.T. headline column, "Volatile 2000 affirmed that old investing rules work", as usual, was incorrect and useless....their 'lesson one' was that "stocks move in cycles"....hey, thanks for that one, guys....of course, they gave nothing specific, nior about I.G.R., and their 'leson two' was that "valuation still matters" - but, again, they NEVER warned milliuons oif people about that when the Techs/Internets had ridiculous 'valuations', did they ?, and their 'lesson three', was "you can't spend papoer profits", which, while true, never mentioned stops, nor diversification, nor selling into parabolic rises, etc., again, useless....and another reason why MY output will never be properly valued by Media....what a shame for the millions of people who just lost a bundle, yes ? evidently, about $ 5 trillion in poaper-gains-never-taken came off Techs from NASDAQ 5,000 to 2,300....hey, I tried to help them all....

2) shocked, but not surprised at all, that so many B-firms who loved it at top (as usual), are only now downgrading CSCO here....geez....then, CNBC, 9:24 compunded the stupidity, saying, "shares of CSCO has tanked in just the last few minutes, 34 1/2 dn 3...." Uh, gee, guys, if 'dn 3' is 'tanked', then what word would you use for its already 77 to 34 decline ? please re-read my "Scenarios" booklet....oh, and, Wed., 4 more firms downgraded our AMZN - right at its probable low, where I was among the very first/only to have given it out to you herein as a buy, yes ? where are my accolades ?

3) Multex admitted that every one of the plethora of Tech. stock sthey publicized, fell in the 4th Q. or last year, avg. drop - 28 %, yikes....no stops, no patterns, etc. yet they continue to exist.... 4) mgr. of Mullenkamp M. Fund, now, loves FNF, a stock I was the first/only to give out a YEAR ago, just above $ 10....now over $ 34, he cited, "with I.R.'s falling recently, we think a lot of refinanciang of homes will help this co.", which, of course, may be true, but here is yet another great example of my "PSYCLE sm" at work, ay ? for the umpteenth time, where the hell are these mgrs. near the lows ? you know the answer....and why we outperform tons of them so often....

e) more general items proving why one should probably ignore 95 % of everything else out there:
1) of interest, redcent Parade Mag. said, Florida (Dade, Palm, Broward counties) are now touting themselves as the "Internet Coast", where, according to them, 5,800 Tech. companies are now located - only 550 less than in all of rival and much-more-known Silicon Valley.... 2) as expected, all the people who favored de-regulation in Calif. Elec. Utils., now favor re-regulation....oy....late, both times, as usual in the "PSYCLE sm"....and 68 % of Californians now expect a formal Recession.... to be self-fulfilling soon ? meanwhile, do notice how the front-page scare headlines only came out AFTER their stocks were already near lows, as usual....the pattern rarely changes....and, as expected, Calif. Gov. Davis suggested no solution, and helpoed nothing in hiis recent comments....perfect ambivalent, useless Political drivel....jerk.... 3) recent WSJ 12/16, mentioned that thge last, famous, Austrian economist F. Von Hayek, wrote, "America stole the word 'liberal' in the 1900's from Europe, promoting interference in every aspect of life and worked to limit liberty and personal responsibility." wow....true ?

4) in addition to being among the first to call the Recession, I now see more and more "commerical space avail." signs in Irvine, calif., hmmmm.... 5) general science items: a) Science News, vol. 158, 12/9/00 - "particle Hunt Off, Collider comes down", is a sad moment for science, as the world's largest accelrator, LEP/CERN in Europe, trying to find signs of ultra-small particles theoretically given off by special collisions, which, if found, could help fusion creation, etc., is being dismantled....they opnly needed $ 65 mm, but such is life....sad that some govts. do not value science enuf.... b) a recent study evidently found that most lemon-scented cleaners and air fresheners mask pollutants which could be harmful, and/but not dealt with because they are then masked, dig ? weird, huh....what do YOU think ?

6) and, L.A.T. says, a one- minute ad in the first 1967 Super Bowl, cost $ 42,500 - and last year, cost $ 2,300,000 ....a much BIGGER price rise than any investment or index I can find, yes ?

So, as you have seen, for years now, how well one does, often, just "doing" the best 'individual' stocks, and rotating Ind. Groups, chart-technically, and sentiment-wise, mostly long-side, while ignoring, or going contrary to, 95 % of all Media messages, and "indexes/averages" comments, from the peanut gallery ? By just getting my output, alone, you do much better, and save time, by not having to even try to "seek, and process" tons of other, useless fundamental info., anyway....and we also help remove potential emotional problems for you, before they begin....

3) Most recent Hypothetical "PSYCLE sm" transactions, to be mimicked, and referred back to:

Always remember to view "1-year-at-least past" charts of everything you can view, herein, along with their 200 day moving averages (DMA's), to "see/learn" the "PSYCLE patterns", and see where/when stocks in section (3) were Hypothetically bought near lows, and put near highs....all % percentage 'Gains' are just logical ESTIMATES for L.T., ITM options, where exist, and/or on Margin, where no options exist....