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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%4:00 PM EST

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To: Jacob Snyder who wrote (53630)9/9/2011 3:57:14 PM
From: Return to Sender1 Recommendation  Read Replies (2) of 95503
 
Fear - Jacob - Fear. I don't think you're wrong about your treasury trade or your long positions in the solar stocks. I just think you are premature. You, yourself are thinking a 70% chance of a recession, that the market is still factoring into stock prices. Is the probability of a recession fully factored in?

If it is then the market is hitting a bottom remarkably quickly prior to anyone actually saying we are in a recession.

Just my two cents.

RtS
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