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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (23544)	2/15/2005 7:52:05 PM
From: Earlie	Respond to of 116555

Big T: Can't disagree. No one can predict when a bubble will pop. That said, every one of us can add up the number and size of "imbalances" and decide to hold some "insurance". Personally, I think the "channel stuffing" (manufacturer to distributor) that took place in Semi-land during Q4 suggests that the warnings period for Q1/05 will provide more negative surprises than positive, so I couldn't resist the remarkably cheap prices being asked for January/06 in-the-money put options (I need a bit of Vaderian exposure to sleep well at night during this mad period). (g) Best, Earlie