Brian, he's not on my fav persons list either, but I think there's a middle road.
One can acknowledge the power of Kurlak as a market force and the success of Kurlak as a creator of wealth for parts of his firm and client-base and still have reservations over his methods.
That's where I'm at now.
My reservations over his methods, the sucker-punches he serves up in between his major "turns in the road", are why I will probably never be a "fan".
For example, one day the news is Kurlak commenting that the time may be close where investors want to consider buying chip stocks...
...then roughly a month later we get reports that he feels the $SOX could move below 200 over the next 6 months.
That's the part of the man's record that will not show up on Zack's, First Call, or IBES and why IMHO any analysis of Kurlak that fails to acknowledge that part of the record is incomplete.
I can't be a "fan" of any individual whose words make me ask myself "I wonder if he really means it".
That said, if I had to break down chip analysts there's no question he'd be close to the top of the list (IMHO, he's one of the few people who have been making sense in '98), but again, I'd place a little imaginary asterisk next his name.
Someone else might call that little asterisk "silly" and question whether moral notions have any a place in a field where wins and losses are tallied as they are. IMHO, that's the type of "silliness" the world could use a little more of.
If it came down purely to market moving power - he'd be in slots #1-5 <g>
Good trading,
Tom
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