Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Tim Bagwell who wrote (19476)	10/6/2003 4:36:32 PM
From: geode00	Respond to of 42834

Doug Kass, Seabreeze partner (used to write for RM) was bullish in March 2003 but sees the parabolic rise, especially in tech, as exceeding the bullish speculation in 1999-2000. Thinks consumer is "spent up not pent up" but could be months (was bearish in Q4 1999 but took until February 2000 to see market effects) before market takes a dive. Doesn't like the excesses of tech in comparison to the rest of the equity market. Too many bulls vs bears and too little fear. Feels like a big boat to me, it changes course but it feels like it's moving in the same direction until it slowly starts to move in the direction of the wheel. Then again, what the hey, bubbliciousness reigns! You can make money in a mo-mo nutso market as has been proven again and again. 9600 in the industrials: stockcharts.com[l,a]daclyyay[d20010301,20031231][pc20!c50!c200!a9600!f][vc60][iut!Ua12,26,9!La3,7,3!La6,13,5!Lb14]&pref=G