Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 276.98

-2.3%

Nov 18 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MrGreenJeans who wrote (42767)	1/30/2009 1:46:30 PM
From: MrGreenJeans	4 Recommendations Read Replies (1) of 95432

Some Miscellaneous Thoughts • GDP grew 1.8% in 2008 • Worst economic environment since great depression? An article in the Ny Times within the past couple of weeks suggested that based on demographics this recession does not yet compare to the recession in the early 1980s. (Interest rates strangled the economy in the early 1980s.) IMO, much of this sort of talk is politically connected to have the public’s support to pass the stimulus package in order to aid the economy and set a social agenda. • There has been two trillion dollars injected into the economy since early 2008 in various forms. • Leading economic indicators are up a bit because the money supply has increased. • Another stimulus package is about to pass shortly; tax cuts included. • Interest rates are very low. • In January 2008, few had the foresight to believe and realize what was coming and even fewer had the stomach to position themselves to profit. (That is, except my friends and neighbors who all, (claimed to have), sold out at the most recent top in October 2007) • Are we at the bottom? I have no idea; wait it doesn’t matter to me. Those that wait for the bottom are destined to miss it…they’ll be saying “why is the market going up when the unemployment rate is x%?” The vast majority of those who claim they had timed the bottom are liars. No one knows where the markets are going consistently. • Equity prices are very attractive; markets are depressed, market speculation is low, there is less risk at these levels than when the market was in the 1500s. • Yes, investment psychology is bad…but “changes on a dime.” • Globally, trillions of dollars are sitting on the sideline. • Inflation is low. • Energy prices are depressed. • The banking / financial system will not fail (the government won’t let it): I am looking at FAS. • The semiconductor industry is not going into oblivion; these components are the basic building blocs of the economy: I am buying USD.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next