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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (2524)	11/1/2001 1:59:19 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 99280

Zeev: Looks like the turnips are back on track. I suspect that the big bond rally yesterday is helping to fuel today's rally in stocks. With the 10-year bond below 4.2%, stocks are considerably more attractive for those who follow the Fed valuation model.

To: Zeev Hed who wrote (2524)	11/1/2001 2:02:49 PM
From: t2	Respond to of 99280

deleted

To: Zeev Hed who wrote (2524)	11/1/2001 2:05:07 PM
From: Cymeed	Read Replies (1) \| Respond to of 99280

The yield on U. S. 10-year bond just is making a hanging man today, could be a move by people from bonds to stocks? It may continue for a few days. I am wondeirng if this could prop Nasdaq above 1800 next week. By the way, Zeev, what made you turn into the bearish camp? Do you see the advance in the last few weeks purely due to short covering and a correction of an over sold condition? (I thought it was more fundamentally related. But of course I was scared to death at the end of Sept, which itself could be a bearish sign when I turn to bullish after this 40% advance.) Unloaded my CHL, CYMI, CCUR, CHKP here. Still hold some GMST and WebX, and loads of PLCM and CTXS that need to be addressed.