1) "PSYCLE SENSE sm": new:

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Well, got some more bounces Monday, as expected....but a few renewed unexpected new minor lows, after....nevertheless, note the new longsiders in section (3), and bouncers in section (4)....and seeing more, decent double-bottoms, a good sign, especially given how NO one I come in contact with, nor hear in Media, wants to buy much of anything ever again - another building bottom sign, sentiment-wise....

Mon. 9:30, CNBC's nice 'insider activity' guy, said, in Jan. 2001, 28 shs. insiders sold for every share they bt., the worst ratio in 5 years....and, Feb. was the 3rd worst perf. mo. for the NASDAQ ever....a real shock, actually....but also confirms my 'always have a few Puts no matter what' concept....and, why we have continued to hold decent cash balances in anticipation of 'a better super bottom' ahead soon....while continuing to buy/hold those depressed stocks not having broken patterns, regardless, for many Q L % G's, which we have seen all along in section (3) herein....

Looking back, many people and pros are gonna wish they had more depresseds near current levels....the odds of anyone 'picking one moment', vs. buying more "PSYCLE" stage 1 patterns with hopeful stops, in attractive IGR, regardless of any real or perceivedd external nuances, is real low - which is why we eschew such 'scenarios' (re-read my Booklets)....but logic dictates, any additional 'throw in the towel' selling after reading negative press this weekend, on Mon., will provide more buyables on our lists....

Meanwhile, there continue to exist, enough exploitable Puttables right here, to take advantage of, as speculation or hedge....and, accepting upsetting occasional whipsaws and fobd's, etc., one must watch to get more agressive soon, in depresseds....initial bounces off probable "V" bottoms soon, will be significant and swift (so it it preferable to be IN more ideas, with stops, than not), and I have been pondering we may be forming a 'saucer' here, with the left shoulder the lows of a few weeks ago, the 'head' near here, and, after a big bounce, one more pullback to form another 'shoulder' of sorts after we garner some new Q L % Gains, longside, soon....but I still do not like 'scenarios'....

acepting our recent travails, the key is to realize, that, looking back, one will almost always see times when one feels down, or like quitting, etc., as near enough to lows, sentiment-wise, to warrant getting a bit more garessive DURING those times, WHILE one feels so stressed of yucky, dig ? I can't tell you how many times I have endured these kinds of periods, only to 'wish' my people had acted more at those times, on hindsight, later....one whole lesson the "PSYCLE" has taught me over the decades....

and, as you know, we have plenty of historical proof why 'playing the guess what the Fed might do' game, is an exercise in futility much more often than not....vs. 'doing the patterns and IGR and sentiment thing, longside and Putside', which continues to bang out enough gains even during rough periods, to warrant acting in accordance with its principles here....hope all this helps for perspective....

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) among our gains and losses lately, I will take credit for, again, being the first/only to properly give out Financials, as Puttables from recent highs.... 2) and others in section (3) and (5), like, some extended Utilities, which they all love now (don't get me started, the pattern rarely changes), Foods, Health-relateds, Energy, Retail, etc.

b) more, misleading, sensationalized, Late, and/or improper/incorrect comments from the Financial Media, Reporters, etc.:
1) CNBC finally mentioned Gold stocks, 9 am, Monday, (too) late, as usual.... 2) CNBC's fast-talking daily Bond gal, Kathleen Hayes, Thu. 8:10, said, "every possible positive fundamental factor is lining up in this EXPLOSIVE Bond rally !" uh, trouble is, as I along predicted herein, the 106+ area remains a resiatcne level, and we are already there again ...3) the Industry Standrad, 3/5/01 issue, "IT'S A BEAR !", hmmmm, comes late, as usual, after they had all those parabolic Techs bullish all those months as I reported herein from highs as Puttables to you....

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) kudos to two guys on CNBC TUe., pointing out correctly, that 'the consumer confidence numbers' are Lagging indicators, that is, they now tell what people have been thinking (supposedly, don't get me started) 1 to 6 months BACK, dig ? recent reading was lowest since June 1996....new homes starts dropped -11 %, worst since 1994 - both times from which RISES occured in R.E., for instance, out here.... 2) the Insurty Standard, 3/5/01 issue: "Cracked Crystal Ball - if wall street feeds so much on reports from economists and analysts - if they are so good, how come they are wrong so often ?", points out what I have always said, and herein, for years.... anaylsts disagreeing often, till tops or bottoms, when they are opposite the future at excesses....and they tend to stay optimistic way too long off the tops after parabloic rises....kudos, guys....but few people will buy their story....

d) more, likely late, incorrect, and/or misleading, comments, from Brokerage firms, NL writers, Analysts, economists, Money Managers, etc.:
1) Ralph (I still much respect but he has not really been that good) Bloch, at Raymond James, Mon. only after the close, said, he sees a triple-double-bottom in indexes....but he still says he sees "no negative snentiment, not-good-enuf put-call ratio, still 61 % too-many NL bulls in I.I. figures, and remains less than bullish, even seeing 9800 DJIA possibility, and not crazy about the NASDAQ yet"....so we shall see.... 2) money mgmt. guy whose real, L.T. back T.R. we are not told of, on CNBC 7:51 Tue., actually said, "we are still long GLW from its high....we were wrong in the sense that it is still a FANTASTIC company with huge future prospects...." Uh, excuse me, but that didn't matter, yes ? in fact, he was wrong in not protecting/hedging/cutting, and in buying way too high, right ? oy....

3) MSDW's Phil Roth, a guy I used to like alot, recently said on Multex, nothing that has not already happened, no help....that shift to 'value' from 'growth' stocks (whatever the heck THAT means), and, to smaller from larger co. stocks....again, has already occured....he sees limited upside period.... 4) anti-kudos to more B-firms, who, only at lows, after loving them all the way down, finally downgraded AVNX, MDRX, today....this list I have been chronicling herein, has continued to prove my "PSYCLE's" validity....

e) more general items proving why one should probably ignore 95 % of everything else out there:
1) hey, Thu., Calif.'s PCG announced that 'utility rates are likely to FALL -15 % next month...." 2) and, not funny, but interesting, recent Seattle earthquake, is not in So. Calif. - yet I don't recall EVER hearing such potential up there, have you ? once again, showing that most 'expets' at that science, are unable to predict much of value, 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....