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Re: DonCarlson post# 309

Friday, 10/04/2002 5:38:09 AM

Friday, October 04, 2002 5:38:09 AM

Post# of 1453
Impressive analysis, Don! I think this basically validates Lichello's work, especially with the kind of stock he had in mind. I think one possible problem is the evaluation of the outperformance of the MACRO variations. They seem tailor made for a Bubble and Bust scenario, but how often will we get a Bubble and Bust as in recent years? For less-than-bubble stocks, the timing might kick in at just the wrong moments.

Regards,

Karel

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