1) "PSYCLE SENSE sm": new:

for the umpteenth time, U are having an opp. here to actually C my "PSYCLE sm" contraryness unfold in commods, and already-rallied-a-lot stks, which I C as topping formations ahead, not much higher than have been already hit, yes ? rampant, always-high-and-late, never-rec'd.-near-lows-of-long-ago bullishness abounding in many items, no memory of any past highs nor cycles, and tons of articles written about those already near their multi-year highs, yes ?

the words and sentences and headlines being used are exactly as i have been teaching U 2 watch 4, for decades, of impending at-least-s.t. tops....of course, some of our cheapie teachs may have bit higher 2 go, but do not expect much from Friday's highs....

with more (of my herein given U from lows, you're welcome) low-priced Techs rallying, we are closer to make-or-break point, because they must all bo higher still, or else correct, as i expect correcting....obviously, unlike what the NL's and 95 % are espousing up here finally (dgms), I would NOT 'buy for bo's' nor 'buy anything already way up', here, right ? i am (alone ?) also recently noticing a too-low and too-optimistic 0.565, 21-day P/C ratio.... even allowing for the immediate sending of $ 32 B. to people & institutions here, from MSFT's special dividend (late, as I warned - if MSFT had really wanted to help eople, they would have sent this div. out in late 2002, at the stks. prices lows, dig ?, dgms).... regardless, seeing more rises among our sec. (4) longsiders, yes ?, you're welcome....

So, as U have seen, for years now, how well one does, often, just taking advantage of the best individual stocks and in rotating industry groups, chart-pattern-technically and sentiment-wise contrarily, mostly on the long side, but never eschewing the put-side, with preset stops and proper diversification - while ignoring or going opposite 95 % of all news, fundamentals, media messages, opinions, indexes/averages comments, from nearly everyone other than me, etc.
By just getting my output herein, alone, at least, U do much better, and save time, by not even having to "seek and process" the massive and ridiculous, often-misleading and/or incorrect, useless-as-D.A.F.P.P. info., anyway....and we also help remove potential emotional decision-making problems for U, B4 they even begin, yes ?

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

a) Important Industry Group (Rotation) notes:
1) DXY dn to 81.78, recmember, its 1995 low of around 80.14 not too much lower, hmmmm, with the 95 % universally bearish, hmmmm....way way too many expounding the 'inevitability of a falling-forever-from-here Dollar, yes ?, well, U know what THAT means, P{SYCLE-wise, soon, yes ? next....oh, and, just read an intelligent (for once) marketeer say, "the net bearish spec position on the DXY are higher now than 2/04, which was just B4 a nice 3-mo. DXY rally from that point, back then", get it ?! ....2) I (1st/only, as usual, to deaf ears, dig ?) recently intimated the DJUA may be topping, if so, for a l.t. hence.....its previous supprt level from 3 yrs. ago was at 341, and its recent recovery high was 335, close enuf by me, C it ? so I am adding it as another index to potentially Put, got that ? ....3) and that new I-say-at-the-top CEMF, "GLD", came out as expected - to too much bullishness, dig ?, I could, as usual, end up being correct in my 'too-late-for-gold-while-the-95 %-go-bullish warning at this PSYCLE stage, ay ? TDR & TRA & Halbert & all other idiot bearish-on-most-everything-always NL's just love it - only now-up here, get it ?, R U learning the repeating sequential patterns ?, if not, Y not ?, so, figure GLD 2 B a fobo, then done....

4) I did read item via Maudlin, abut the "spread in yields between H.Y. bonds, and Treasury bonds", narrowing a LOT in recent years, like, from a 10 % diff. in early 2003, to only a 3 % prem., now, hmmmm....their bearish-always meaning of course, is that, either Treasuries yields must rise, or Junk yields must rise, from here....too bad he did not prnt longer-back cyld-spreead chart, than just back to 2003 (dgms), so we could have true historical perspective, dgms....yes, i am NOT bbullish on junk NOR bonds, as u know, the last several months.... 5) note Wed. rally in Airlines, but unable to surpass recent recovery high, dig ?, think of the idiots long from much higher, in them, and, recent buyers only at recent 'after rallt highs', dgms....R U learning the pattern ?, if not, Y not ? ....6) TYX yld. up to 5.034 %, v. close to u/s bo, dig ?, nvg 4 bonds, dig ?, and TNX yld. up to 4.42 %, a stbo in yld., oy, C Y I said to lighten up in bonds recently ?, you're welcome....and, kinda thankfully, a bit, Fri., both yields FELL big, keeping the string going a bit longer, economically....as the TYX yld. fell to 4.91 %, and the TNX dn to 4.23 %, whew ?

7) Platinum hit about $ 880., up 40. recently, may also be forming a l.t. dbl. top ?....I hrear that from no one else, do U ?, normal near a s.t. top, as I have taught U.... 8) and, Wed. exactly only as i recently predicted, not only did Crude fall - $ 7.00, to $ 43. hah (but, Jim, how can it ever fall ?, yadda, yadda), inventories have been RISING lately (but, Jim, how can those items be simultaneous ? dgms)....will I end up being, as usual, the 1st/only guy noticing a double-top-lower-top formation after a parabolic rise with massive sentiment, as ALL tops foirm, due to my "PSYCLE sm" ?, oy.... 9) again I read correctly, where, while the 95 % incoorecxtly (mis)believe that the S & P 500 more represents 'the stk. mkt.' more than the DJIA or the QQQ, know this - again: the SPY's tmv is still 77 % of the entire 'NYSE & NAZ' tmv, yikes, and has only 10 % of it's traded stocks....dgms....not proper diversification, still - as i predicted would NOT change, counter to what the Naz-fans incorrectly predicted at the y2k Nasdaq top, dig ?, as U have learned from me for decades, things arrely change....still....

b) more, misleading, sensationalized, Late, and/or improper/incorrect comments from the Financial Media, Reporters, Politicians, your Govt., etc.:
1) oh, and just so U get the truth (from me, of course), while the idiot boo-birds hope for the ruination of the USA and the growth of Europe, i read where, for real, growth in germany, japan, France, Italy, China, etc., is SLOWING, as I alone first predicted not too long ago herein, yes ? gee, their currencies RISING and their 'growth' is SLOWING....rememmber from my teachings/booklets, NO 'links' !, next.... 2) CNBC's (dgms) Kudlow & Cramer shouted "BUY"....dgms....U know what that likely means, right ? ....3) gotta mention, another potentially great s.t. contrary signal in AAPL stock, as just last week, all the Finl. Media puffed Apple stock - only already up, again, from 10-15 where only I have liked it long each time down there, to recent 45-50 price....get it ?, the PSYCLE pattern rarely changes, ay ?, you're welcome....citing the success of their 'iPOD' (which, recall, the 'experts' hated at the lows, yes ? nothing new there), now those same idiots as usual, love AAPL stock...dgms...U know what THAT mportends, yes ? next.....

4) got yet another beautiful potential bearish-soon signal in 'commodities', as some young guy I never heard of, obviously backed with huge $ (dgms), took ouit a full-page come-on in recent LAT, titled, "why i love today's sky-high gas prices"....intimating 'adding futures to your portfolio from here is a sure thing', crap.....dgms....U know what to do, commodity-price-wise, soon, yes ?

c) more incorrect/misleading/sensationalized, and/or improper comments, from Fundamentalists/Companies, newspapers/magazines, etc., vs. illogical/Contrary/Unlinkable, past/present/future Economic items, data, and/or stock price moves:
1) been reading about CVC maybe about to lose hunderds of millions $ in their VOOM 'HDTV" venture ahead....I can say, as I have from the start, to date, say, i told U so - so far.... 2) and let me reiterate for the umpteenth time, how, a been-falling-dollar actually may HELP many s'w, h'dwr, intl., and mfg. firms listed on the Naz and NYSE, earnings will IMPROVE because of 'falling' dollar, for a while, yes ? and, therefore, as I have taught for decades, will, on hindsight, be hailed , late/high, as 'the reason many stocks rallied in 2004', get it ?, by the alwa6ys-late-never-helpful-excpet-as-contrary Finl. Media, next year some time, dig ?, am I good, or what....as the pattern repeats yet again similarly as most often has in history....

4) and, the WSJ, perhaps a better source of info, says that, "together, China & Japan own about $ 900 B. of US dollars" here....at the low in the US dollar....hah !, as I have said all during its decline, how smart have THEY been ? not hedging their $ holdings ?, amazing, huh....but again will prove the validity of my PSYCLE yet again, yes ? ....5) and, last, I would again remind all, that, IN u.s.a. residents' DOLLAR TERMS, gold is up - but in terms of the EURO, for most foreigners living overseas (get it ?) gold is barely up at all, dig ?, wow.... ditto Yuan and Yen and Franc, dig ?, take that, foreigners....OUR stocks rose MORE, than our Dollar Fell, yes ?, we cont., to win, in a way.... 6) I dunno if this one is true, but read via AIA's recent NL's, "in 3/04, data showed that a high-by-them 42 % of all c.c. holders are only paying the min. mo. pmt. ea. mo." gosh, that seems VERY high and unrealistic, to U 2 ? think of all the c.c'w not even being used out there....

7) now that K-mart's dastardly illegal immoral rip-off of millsions of stock investors seems 2 B coming to completeion with Sears takeover, only now, AFTER its huge stk. pox. rise that NO ONE, including me, came even close to predicting, as U have been taught by me for decades, only now, do I read everywhere in Finl. Media, that, "KMRT's R.E. holdings alone are worth $ 150/KMRT share"....get it ? gee, how come NO one out there, and i mean NO one, among thousands of useless overpaid analysts, mentioned their R.E. being worth even $ 75./sh. a few yrs. ago, when KM went "BK. ch. 11' and screwed millions of people....what a nasty system, ay ?, this does nothing to reversemy lowered opinion of big biz crookdom.... next.... 8) saw great chart only in Economist mag. recent, showing, since 1995, vastly IMproving (lower) % ratios of "external debt as a % of exports', and, lower "debt-svc. as % of exports', for, Latin Amer., Africa, Middle East, Asia, and all developing countries !, wow....this is VERY GOOD news l.t., for the world.....how come the ever-bears have been missing this one - for years now ???, dgmns....plus, saw another nice almost-paraboilically-rising chart, of trade between China AND India, hah...gee, THEY seem to have no problem doing biz w/ea. other....and both growing a LOT, at keast so far....

d) more, likely late, incorrect, and/or misleading, comments, from Brokerage firms, NL writers, Analysts, economists, Money Managers, etc.:
1) Jim (overrated) Rogers, has gotten SO bullish on all Commodities now, he has even predicted no commod. top "for another decade or so", yikes....= flw ?.... 2) and speaking of being 'late' in Gold, Sjuggerud remains super-bullish up here, dgms, admitting he didnt even begin to buy until $ 365. gold (as I said B4 herein, he missed the BIG run from $ 255, dgms), and he 'brags' abpout being up +50-65 % in his coins purchases (yeah, so what, after selling costs, he's probably 'only' up less, ay ?), his INcorrect comment, that "gold has SOARED +60 % in 2.5 yrs.", is B.S. - thats 'only' +25 % a year....big deal....not....get a life, guy, and some true PSYCLES knowledge....those guys have been so lucky, and their luck, I wonder, may run out ahead, but more on that later....

3) Navallier's "must sell these 27 stks. here & now" list, is puzzlingly, the exact same didnt-work same list he pitched Unsolicitedly to me that I reported herein, months ago: AGN, AMZN, BBBY, CCU, CL, DG, ELUX, FDO, FOX, GPS, HAS, HPQ, IPG, KO, KR, KSS, LOW, LUV, MAT, MRK, NSANY, NTAP, Q, SCH, TIF, TWX, WMT....note, more than afew have risen since his last B.S. warning, dgms.... 4) while ChangeWave's Brian Perry gives 25 stks. as 'sure-fire Bush winners from here": (oy) he calls them "massivebreakouts", and, as with 95 % of all NL's worse than mine, he never catches anything anywhere near their lows, dgms....why buy anything already way up here ?, next.... 5) I must tell U that one of B.S.'s guys LIKES the BOND, LONGSIDE here, recommending buying the TLT (the 20+ yr. t-bond index) @ 87+, well, we shall see....geez, I just dont see that.....but then, I have been better than B.S. for years now, ay ?

6) TobinS of ChangeW, now unsolicitedly e-mails me, "warning - Nasdaq rally will not last !" - and, as U know, I kinda agree....except, he has been bullish kinda late (I was early/right on, as U know), and, was bullish into mich of the huge Nasdaq fall from 5K in y2K, yes ?, next....but it is nice 2 C someone seeing the resistance in Nasdaq stks up here, as i C.... but, then, in his Thu. e-mail NL, he wrote, "we cont. 2 B very bullish, no top in sight for stocks"....see what I mean ?, where are the authorities ?, next.... 7) Van Tharp has been bearish on stks. here, recall, he was early calling a Naz top in 9/99, 3-6 mos. B4 the top, but also (jeez i wish NL writers would not ALWAYS be bullish AND bearish, dgms), is BULLISH "thru may 2005"....dgms....and, unfortunately, he is newly bullish on Gold, oy....

8) thought I'd never have to read anything more from ambiguous Ed Yardeni, but, now, he wrote recent MONEY mag. that "housing prices are on the bubble", but, also, "oh, that doesnt mean prices stop rising, they may cont. to rise into 2008"....and, "any drop may be 2 or 3 years away"....in the same article ! dgms....oh, he did mention the pot. negatives about HELOC's which I warned U about herein 2 yrs. ago (the 11st to do so, as usual, dgms), but also said, "we have no idea, tho, how much has been borrowed against HELC's, and whether for remodeling (good) or college (good) or business (good) or to pay nills or c.c. bal. (bad)...." hmmmmm....uh, thx again, guy, for NOTHING of DAFPPV....next....

e) more general, political, misreported, incorrect, agendized, slanted, items proving why one should probably ignore 95 % of everything else out there:
1) as seemingly only I predicted afew yrs. ago, am starting to read stuff about canada doing more biz w/China....this is good for us as well, and makes Canada's huge Alberta Oil Sands supply more likely to keep Energy from running out a long time further, counter, I say, to what the doomers-from-$ 50.-oil are incorrectly ripping NL people off about, etc., dig ?, 'nuff said.... 2) just read VG editorial, titled, "the not- rich getting not-richer", get it ? they cited new IRS figures, showing that, as our nation continues to separarate further, that the avg. income of the top 1 % earners rose +31 % since 1995, while the earnings of the lower-class stayed the same....dgms....meanwhile, 20-40 mm people are w/o health insurance....next....

3) just read where countires like Argentina, Brazil, Chile, Peru, are vastly increasing their trade with China - get it ?while your Pols waste billions in Iraq (dgms), S. A,er. nations are stepping up, good for them, but kinda scary potentially, l.t., for US ? ....4) and was shocked to read huge new study, in LAT, showing that GIRLS are vastly outpopulkating, outperfoming, out-enrolling, and out-grading, BOYS, in colleges, nationwide, wow, like, 60 % to 40 %, wow....I wonder the l.t. implications of this predicted-by-me years ago, to them new trend.... 5) and I gotta weigh-in super-negatively, on Oakley's new wrap-around sunglasses, which also supposedly have built-in radio/music....my god, how can they be allowed to produce such a dangerous item ????, just what we need - more young ignorants, paying even less attention while walking, running, driving, bicycling, skating, etc., dgms....shame on OO ! and your govt. for allowing this....watch for a recall ahead, when many accidents are traced to this heinous product, u heard it here 1st....

6) just read where, exactly as only I predicted at its top herein, the R.E. mkt. in Britain has also slowed a lot, topped, etc. - my ques. is, will some $ now flow from R.E., into stks, in G.B. and the USA ?, these people generally only buy stks after rises, dig ?, and we have already had a nice rise in stks, and those late-buyers would become nice to sell to, if one had nice gains from 2002 lows, yes ?, hmmmm.... 7) and read in Van Tharp's recent NL (one of the few other psych.-of-invstg.' experts of njote (besides me) says, "with the DXY dn and the EURO up, wb a great time for THEM, to visit US, yes ?, but, he says THEY fear and hate our security crap involved....they really dislike us, and all those who voted for Bush, etc., and, he said, there's really not all that much that Europeans 'need' that US co's/people make....not cars, electronics, tech., just food/bev, planes, defense crap, hmmmm.... 8) just readlatest list of top 10 most watched TV talk shows, and, as u might imagine with the ignorance and dumbing of Amer., they were all, those ridiculous crap exploitation/emotional shows I wont give dignity to name here....what IS important, is that, as I have correctly foreseen since I discovered my "PSYCLE sm" decades ago, very little ever changes in Human Nature ....period....

9) recent MONEY article titles, "too good to be true....buy insurance - and get $ back", is, for a rare case correct, in warning AGAINST these b.s. "oversold /pitched by salesmen" (dgms) polkicies....shows specifically, if anyone drops these policies B4 10-15 yrs. out (dgms, most policies are dropped way B4 that - that-'s what the L.I. co's plan on, get it ?), buyers lose a LOT of their $....next.... 10) read in recent MONEY, a rare correct item, that being, that, while the 95 % incorreectly fear that Soc. Sec. will be 'broke completely by 2015 or so" crap, they wrote, "even if nothing good happens from here, S.S. is projected to be 'broke' in year 2042 at earliest, and, there would still be enuf $ coming in just from payroll taxes to fund 73 % of est. scheduled benefits at that time." interesting, huh....not THAT bad, hmmm....so much for the-end-of-the-world, if so, ay ?

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 decision-making 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....