Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who started this subject	5/17/2002 4:34:52 PM
From: paul_philp	Read Replies (1) of 99280

From Psycho-Social - Message 17483493 My indicators suggest that the Nasdaq may have begun to out-perform the broad market, because the cyclical recovery is just beginning there. Shorter term, I think we're getting close to the end of this rally. From Zeev - Message 17468815 and now the market may be facing new fears, particularly the fact that the various "things" that were done (rightfully, IMTO) to prevent an economic collapse after 9/11 have longer term consequences, which we will start and face soon. This is the source of my cognative dissonance. I believe both of these statements to be true. There are real signs of a recovery in technology. The numbers back them up. My clients back it up. My personal experience backs it up. Of course, there will be a price to be paid for the huge liquidity infusion in September. When? How much? Which wins - technology recovery or liquidity backlash? Paul

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