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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: CapitalistHogg™ who wrote (523)	3/7/2007 2:05:40 PM
From: John Vosilla	Read Replies (1) of 1718

An interesting take on being a perma bear versus reality.. Message 23348651 I'm with you. I have little faith in the stock market to make long term bets looking beyond a quarter or two. I also feel we are on the cusp on a major wave down so why bother with longs when much better prices most likely in coming months. I love stocks like Pfizer, AIG, Micron, AMD, Applied Materials and Motorola for up periods in the market. There will be explosive moves off the next bottom and I doubt financials lead that next charge.. Junior gold miners should do well too when the yield curve steepens. This long term yield curve inversion might have supported asset values of late but will bite financial institutions very hard in the next couple of years..

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