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Alias Born 06/17/2003

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Saturday, 06/21/2003 12:46:24 PM

Saturday, June 21, 2003 12:46:24 PM

Post# of 147224
Fund and the next couple of weeks

Funds have had a good run generally over the past couple of months. I have been reading much about how a theme may emerge after the end of the quarter, namely sell like hell and preserve gains.

Any thoughts on whether this will be a dominant theme? Is this a bear-market rally that will trap the late-comers? I think there is a pretty good chance that it is, thus my larger than usual cash position. As usual, I don't know much about when the drop might happen, or how it might proceed, but I don't see the rally going a whole lot further. Course, I could be wrong, but these days I would much rather be wrong on the side of caution.

Ron
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