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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST

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To: Return to Sender who wrote (53530)9/2/2011 12:15:31 AM
From: Sam1 Recommendation   of 95521
 
General economy comments from ECRI:

This is an interesting interview with Lakshman Achuthan of ECRI:

businesscycle.com

Six minutes long. Among other things, he was asked, what can the President do to help the economy? His view: Nothing near term. The time to act was last spring when the economy was stronger. The global business cycle is stronger than the policy of any one country, he says. This isn't just the US--even China is having problems. We are in an era of more frequent recessions, and that is something policy makers are going to have to acknowledge and deal with somehow.

This is another interview with him, which says some of the same things, from "The Daily ticker":
finance.yahoo.com

And here is a dissenting view from Jeremy Siegel of the Wharton School:
finance.yahoo.com
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