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Technology Stocks : Semi Equipment Analysis
SOXX 343.07-0.5%Jan 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (56379)5/19/2012 10:51:57 PM
From: Return to Sender3 Recommendations  Read Replies (1) of 95765
 
Tremendous post Don. I agree with you 100%.

When I see real signs of a bottom forming technically with positive divergences I am going in regardless of whether it's anything like the 2009 bottom. There was plenty of money to be made from the 2011 October bottom. Next time we get those significant signs of meaningful negativity then I am in at least 50% with my available cash. If we get a bottom like 2009 then I am all in.

As for the yield curve is is far from negative.



It was not negative before the 2009 bottom or the recession that preceded it. Because the FED has been printing practically free money the yield curve did not invert then and it's unlikely to invert prior to the next recession.

Certainly not before the next great buying opportunity.

RtS
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