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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: orkrious who wrote (28061)3/8/2005 5:54:59 PM
From: regli  Read Replies (2) of 110194
 
ork, I think shorting semiconductor stocks has a lot of potential. It isn't just due to the slowing of the worldwide economies but the fact that they have been bid up at a time when there is likely going to come a lot of Chinese capacity on-line. There could really be a nasty/tasty compounding effect here.

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