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

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To: Wyätt Gwyön who wrote (29667)3/30/2005 10:56:17 AM
From: bozwood  Read Replies (1) of 110194
 
Agreed, you didn't say everything was irrational. However, to say that tech investors in aggregate are irrational and that it necessarily follows that the action in the stocks and the views and actions of investors in the companies were irrational, makes it seem that you are trying to prove your bias against tech with this micro example. I don't think it follows is what I was trying to say.
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