Morning Spinmaster Ike,
The U.S. Markets have never crashed in the first half of the year. I like October... for that scenario So many things brewing. If If GDP is 70% consumer driven, then what part of total energy used do they comsume? All of your pet companies have seen their day... Had their moment in the sun. You may be able to average your way out, but I view it as doubtful, unless very risky option strategies are used to leverage those few crash and burn victims still gasping.
I'll ride CIEN, BRCM, BRCD, SCMR, INTC, MSFT for a few more points, but I'm moving away from these sectors, I will now focus lightly on BKX and Oil & Gas, through the summer, for any fruits it may produce, I know that according to you by may Japans Debt wil be rated AAA, so If I listen here no short plays on the BKX, well being a bear, and a contrarian, I beg to differ. |