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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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Donald Wennerstrom

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Woody_Nickels

To: Donald Wennerstrom who wrote (61168)	8/23/2013 5:32:23 PM
From: Jacob Snyder	3 Recommendations of 95531

Excellent article, Don, and excellent discussion. 1. Ultra-low interest rates have allowed companies all over the world to issue junk bonds in record amounts. Rising interest rates, and junk-to-AAA spreads widening, will shut down that flow of easy money. That will reduce capex, hiring, stock buybacks, etc. 2. Foreign central banks have recently started reducing their U.S. Treasury holdings. So the tapering has already started. 3. any sharp downmove in stocks will be amplified by margin calls, since margin debt levels are so high. 4. recent strength in the housing market will be throttled by higher interest rates. disclosure: I've been selling my solars into recent strength, and am now almost completely out of all my long positions. I'll take short-term long positions on market dips, but no long-term long positions until the next recession.

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