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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%Dec 1 4:00 PM EST
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To: Jacob Snyder who wrote (53624)9/9/2011 2:14:47 PM
From: Ian@SI  Read Replies (1) of 95501
 
Jacob,

One thought on the treasury short. If Japan is the example, then it could be a very, very long time before we see Treasury rates rise much. The thought is that Japan experienced the equivalent of the aging baby boomers more than a decade ago. Might the boomer effect be similar to that in Japan but more global in nature?

I don't know the answer. And I wouldn't give the thought more than a 50:50 chance of becoming reality.

FWIW,
Ian
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