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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%4:00 PM EST
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To: robert b furman who wrote (47526)4/22/2010 4:33:07 PM
From: Jacob Snyder1 Recommendation  Read Replies (2) of 95406
 
Yes, I agree we are in a bull market, that began in early 2009, and will go on until inflation and rising interest rates kill it, which isn't happening yet.

Basically, my recent selling just reduces my leverage, and takes profits from when I loaded up in the January-February dip.

I'm short-term (next few weeks) bearish, longer-term (next few months, out into 2011) bullish. Beyond that, very long-term (next 20 years), I am bearish on the U.S. consumer (and companies whose profits depend on them), and bullish on emerging-market consumers.
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