David, contrary to popular belief, Soros is human...
...no, wait a second, half-human, as IMHO, he is part "God".
Okay, so I'm a fan of anyone who seriously studied philosophy before they studied markets <g>
Seriously though, his group's time frames are probably longer than a lot of people may think.
Maybe, like me, he's in the camp that thinks a slew of possible pre-warnings in March could knock the chip group back down. A lot of the chip issues I follow are pretty much at or beyond where they were last fall before the markets temporarily fell apart on Asia. IMHO, the group has seen a "liquidity" rally on top of a relief rally (on the premise that the bad news is already in there and or will be treated as such when/if it happens).
Some of the gains we've seen have been just plain silly.
I'm not shedding any tears over Kurlak. Hubris tends to always receive its due.
Good trading,
Tom |
