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


To: TREND1 who wrote (68419)5/16/2002 9:45:22 PM
From: Secret_Agent_Man  Read Replies (1) | Respond to of 99280
 
Larry, I'm perplexed/confused and down right frustrated with the numbers we're given be they B2B or GDP or earnings by a "penny", u name it....and our wunderful printing... err...coupon passes this week, liquidity injections...I mean it really just does not matter, not the numers not the earnings none of it matters it's all smoke and mirrors...

ok I don't feel better but I did rant...

mish,

just about the time u figure out the game they change the rulz, happens every time else you could not be fleeced... sure we can hedge as I am and doing ok after an almost 3 1/2
yr hiatus...

frankly...the trend is your friend until there is none...

expiry needs to get behind us and then we'll know the direction to the slaughterhouse...bulls n bears alike.

c4t



To: TREND1 who wrote (68419)5/16/2002 11:06:44 PM
From: Zeev Hed  Read Replies (5) | Respond to of 99280
 
Larry, that is a strange argument, the last peak in the BTB was at 1.44 around April 2000 and the semi kept going down from there. If I knew that the BTB will be close to 1.20, believe me the rest of the industry has known that for the last month and it is reflected in the stocks' prices.

Zeev



To: TREND1 who wrote (68419)5/17/2002 8:50:54 AM
From: DebtBomb  Respond to of 99280
 
Think about this Larry, BTB drops going forward, along with earnings, while stocks are expensive, maybe more expensive than any other time in history. Can you see new lows now?? It can happen.