The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: polarisnh who wrote (93415)	4/10/2008 2:49:31 PM
From: John Vosilla	of 110194

Fiber optic, semis, the more broader telecom equipment space many stocks seem to be steals in turnaround mode here even with the overall market in topping formation.. I can't help but wonder if the story is all the new applications coming out on recovery and the masses are all caught up in the events of the day. I can only go on for so long listening to CNBC or housing crash blogs talking about the housing bubble bust 24/7 or junior miners going to make us all rich as the ultimate inflation hedge.. Seems like the story was short builders for a while, then financials and mortgage insurers the past year... with agricultural chemicals as the ultimate inflation protection play.. All are played out to exhaustion IMHO. Notice too where the ethanol stocks pumped a couple of years ago are so it can be even worse than junior miners. I thought Bill Gates had the scoop? Amazing but just keep losses small and play for the big score from time to time cause this is only a casino bet in the end.. finance.yahoo.com Now if you know anyone who was talking about Monsanto or Potash in 2005 that is someone I will listen too today if they have new ideas<g>

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