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Strategies & Market Trends : Ride the Tiger with CD
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To: Taikun who wrote (26855)3/14/2005 6:37:05 AM
From: TheSlowLane  Read Replies (1) of 313497
 
Ok, your points are well taken, although to me, it looks like CLF has pulled back to the trendline and actually might be at a good entry point here. It will be interesting to see what happens next, anyway. Lacking a crystal ball, I cannot know when or if the economy will implode, but my guess is that we will see cracks before everything just falls off a cliff. I have been in most of these positions for a couple of years and would be buying them all higher here if I had listened to the China Is A Bubble Cottage Industry.

I don't think you can reduce Coxe's entire thesis to one sentence and then repudiate it. He laid out very specific arguments for why he believes this is a long cycle and offered lots of support for it. Please do not make him sound like Henry Blodgett or Mary Meeker because I think that whether or not you agree with his thesis, it still deserves serious consideration.
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