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Non-Tech : Kirk's Market Thoughts
COHR 134.64+4.6%3:59 PM EST
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To: Kirk © who wrote (2095)10/14/2014 11:49:32 AM
From: robert b furman1 Recommendation

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Kirk ©

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Agree on all points.

There's a big time tug of war with regards to money flows around the world going on and no one is talking about it.

Oil patch getting creamed along with crude's price decline.

I used to think crude cycle was so long - bad to be in it if wrong.

That's why I liked the semis with its PC cycle bust and booms.

The last 13 years have changed all that - perhaps we've now gone full cycle.

Think of how many new electronic widgets we all can buy if gas costs 2.00 a gallon?

If would fuel a global recovery.

Bob
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