save these dates: wargaming 2006

[DRAFT POST]

significant times and possible scenarios.

January: Portfolio reallocation by institutions/individuals. Institutions are placing their bets for 2006 and will establish/increase favored sectors, so follow the elephant tracks and avoid stepping in the dung. Buy January breakouts, sell January breakdowns.

late March-April: Tax time. Breakouts and breakouts tend to fail more often. Merely an supposition, tough to find data to corroborate.

Sectors looking good: btk, hui, sox, xbd

Speculative plays watch list: ont nmgc spex mspd avii bvf mygn anx

Mid-Sept to Oct: Watch for mark-ups in leaders ahead of October/fiscal year end.