1) "PSYCLE SENSE sm": new:

Well, you have some nice VVVQ % Gains, longside - but I already recommended taking 1/2 pos. Q. pop gains, not sticking around for home-runs which will never happen, dig ? as you know, we never 'pay up late'....I still feel pretty decent about my section (3) list....but not all that many which are perfectly buyable here yet....

I can't believe (sarcastic) that so many people actually thought the NASDAQ would rise 200 points every day from the recent lows....but, then, the "PSYCLE sm" involves mastering the PSY-chology of investing....now, they have 'the 95 %" all confused, yes ? So many excuses are available for people not to make decisions, not to take advantage of normal usual patterns, ay ? but not you, right ? you are buying EVB's and bases with close stops right through, yes ? you are taking QLG's as when they pop, yes ? and, is our Puttables list the smallest in a LONG while ?

further beauty, is how a bunch of our buyables have poulled back more than once, providing you with ample opp. to get in, while 'the 95 %' remain 'deer in the headlights', dig ? congrats....note continuing I.G. Rotation, to groups we catch for you, but 'the 95 %' and all overpaid/oveerrated analysts, miss, almost every time....be sure to read next section below....

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

a) Important Industry Group (Rotation) notes:
1) was I, again, the first/only guy to call V.S.T. bottoms and pops in depressed Techs, while 'the 95 %' became illogically scared ? as usual....they rarely learn, and the pattern rarely changes, but you knew that.... 2) our March T-bond broke out/up further to 103 and 23/32, Fri., but, as I mentioned, we look for a S.T. top, now that so many insitutions have begun to love it, and hate stocks near their lows, as usual, dig ? the T-note falling to yield 5.30 % has yield-resistance around 5.75 % still, when and if, keep in mind....also interesting, in their continual illogical 'linking', reading more articles about supposed "credit crunch" developing for corporations and small businesses, as I previously reported first herein....they say the cost of borrowing for them is rising - yet, here the T-bond rate has been falling....how can this be ? call it 'Bank greed to cover their mistakes', dig ? nothing new there....next.... 3) once again I must point out, even with natural Gas futures new high, OUR oils and services stocks fell nicely for our puts, dig ? just as I have been teaching you....

4) note pops as expected in our Precious Metals stocks....you heard it here first, but, again, recall, I told you NOT to expect huge rises, just to resistance, which, as I said recently, is already happeneing, so not much upside left, dig ? ....5) Thu., with HAS breaking budding pattern, theyblame shortfalls on "the waning of the Pokemon thing"....yes, I was the first/only to give KIDE as a put from its top herein for you, and, yes, caught it once for a QLG long, but, recently, took a loss in KDE, so "Mr. 2 out of 3" strikes again....but recall I also gave you MAT long from lows correctly, and TOY from lows herein as well...so, it is more like, "Mr. 4 out of 5", Toy I.G.-wise....none look buyable here.... 6) as CNBC gal finally mentions how, supposedly, "the precipitous decline in Oil prices are helping Airline stocks pop", Fri. 8:40, recall who was, as usual, the first/only to give some out herein to you at recent lows, BEFORE any 'better fundamentals' were/are out, as you have been taught....UAL, AWA, HA, etc. (plus, I was first to give you the Rails at their lows, a while ago, herein, yes ?) are we good, or what ?

b) more, misleading, sensationalized, Late, and/or improper/incorrect comments from the Financial Media, Reporters, etc.:
1) the ignorant emotional female CNBC reporter, after Tuesday's one-day rally, saying, Wed. 8:10, "JPM is up 6 points to 158....whoooo !" I am not kidding....amazing, and not a good message to give millions of viewers, huh....JPM, of course, fell below 146 almost immediately, dig ? ....2) as usual, CNBC had pres. of CIEN on, Thu. 8 am, only after huge rise from $ 6. to 145, recently around 98 still....super-bullish fundamentals, supposedly....you know what to look for from this stage, yes ?

c) more incorrect/misleading/sensationalized, and/or improper comments, from Fundamentalists/Companies, newspapers/magazines, etc., vs. illogical/Contrary/Unlinkable, past/present/future stock price moves:
1) saw a VG item in recent "Bottom Line Business" mag., saying, REIT's will be allowed to own taxable subsidiaries that provide more services, potentially enhancing their competittiveness and income, without losing their tax-exempt status, under a law taking effect 1/1/01....as you know, we rarely 'link' fundamentals to future stock price moves, but this IS a L.T. positive few are aware of yet, dig ? ....2) once again, with COMS and NMSS further drops, we see yet more proof that NO company or stock escapes my "PSYCLE sm", nor is bulletproof....and more stocks which I was first to suggest as Puts herein near tops....

3) the author of new (late) book, "Can Japan compete ?", on CNBC, Wed. 12:54, spewed a ton of useless drivel, VERY late, against Japan's ability to do well in the future (where was he 10 years ago when I and others called for Japan's stock marklet tops, etc. ? don't get me started), given its inherent messed-up infrastructure and political crap....but made no germain predictions forward, and we never got his real, L.T. actual T.R., dig ? next....

d) more, likely late, incorrect, and/or misleading, comments, from Brokerage firms, NL writers, Analysts, economists, Money Managers, etc.:
1) a few major B-firms just went bullish on some housing-related stocks, like the MAS which I gave you around 18, and had a 'fobd', but, as usual, I ask, where were they at the lows on those kinds of stocks, when I gave them out herein NEAR their lows ? the pattern never changes.... 2) the WSJ, on 5/11 and 8/3 and 11/9, showed the 15 biggest B-firms' research stock picks' T.R.'s, and only several had decent gains back one year (which includes a nice rally late in 1999, recall), with the rest way pverrated and losers.... interestingly, for the last 5 years, their +150 % to + 200 % general returns, were not really all that special, given the phenomenal rises in hundreds of Tech. stocks, yes ?

3) amazing, but usual: Thu., only after huge drop they never predicted nor protected their paying cutomers against, several B-firms finally lowered their ratings on SCNT, from 'buy all the way down', to 'neutral' - at $ 2. a share....geez.... 4) the one analyst in a major Wall St. B-firm (and, like me, got hate mail at that time, dig ?) who correctly warned of Semi. tops near their tops, is now bullish again, according to CNBC, Fri., neat.... 5) thanks for nothing, yet again: several big B-firms who loved them from at their highs, just finally lowered their opinions on: SAPE, SCNT, BAC, MOT....the pattern rarely changes....

e) more general items proving why one should probably ignore 95 % of everything else out there:
1) still more confirmation, as L.A.T. 12/5, headline, "GDP data shows Japan's economic growth slowing".....need I say more ? nope.... 2) via CNBC, assets of USA institutional investors tripled, since 1990, to $ 18.7 trillion, end of 1999 ....and those investors still control about 50 % of all equity holdings, same as back then, but up from 33 % in 1985, they said....MF's now account for 22.0 % of assets, up from 14.6 % back then, and insitutions use 58 % of their $ for equities, up from only 23 % of assets in stocks in 1990 (which sounds rather low to me, yes ?)....and MF's are now 13 % of equity markets, up from just 6 % in 1990....interestingly, L.I. co's. still own just 1 % of all stocks (which sounds low, yes ?), and Banks/Trust Co's. own about 7 %, also same as back then....which is a good thing, since those two institutions are notoriously terrible at managing money (don't get me started)....

3) boo hoo, to the So. Calif. Utils., SRE, EIX, PCG, whose greed has led to potential shortages in Elec. supplies and rates....recall, while on TV, how I was, as usual, the first to predict higher-than-normal temps in So. Calif. L.T., a couple of years ago, and, higher prices for Nat. gas and Electricity....

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....