SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 151.94+1.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zeev Hed who wrote (10059)9/19/2001 11:44:53 PM
From: WTSherman   of 10921
 
>Liquidity will find its way to the market, and multiple fiscal stimuli will act as an antidote to the wave of layoffs<

Agreed, that is likely so. But, the question remains, when will this happen? If the "antidote" takes 12 months to have noticable effect what will the markets do between now and then?

I've thought for the past 12 months that no rally is sustainable without supporting evidence of a real economic turnaround. Prior to WTC we might have been within 3-6 months of such evidence. I think that now it is at least 12 months or more away.

If liquidity and stimulus were simple and automatic mechanisms Japan's economy would have emerged from its dismal state long ago.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News