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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: Dale Baker who wrote (1543)	11/22/2007 3:44:15 PM
From: SouthFloridaGuy	of 1718

One more thing. I expect the divergence between "global growth" themes and US centric (i.e. financials) theme to continue at least until the Chinese Olympics. Global growth leading indicators aren't even close to 0 and the spread between real growth and real rates is way too wide. If you look at Nasdaq growth leaders they are still not even below their 3 month lows. In fact, they are very correlated to gold and other global growth themes the "bears" harp on. Gold is down in the past few sessions, is it in a bear market too? To short at these levels would be stupid. And the time to buy is now and continue buying Nasdaq 100 and emerging markets such as Malaysia, Brazil... The real bear market will begin in 2010.

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