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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Wyätt Gwyön who wrote (29667)3/30/2005 10:56:17 AM
From: bozwood  Read Replies (1) | Respond to of 110194
 
Agreed, you didn't say everything was irrational. However, to say that tech investors in aggregate are irrational and that it necessarily follows that the action in the stocks and the views and actions of investors in the companies were irrational, makes it seem that you are trying to prove your bias against tech with this micro example. I don't think it follows is what I was trying to say.



To: Wyätt Gwyön who wrote (29667)3/30/2005 12:44:33 PM
From: ild  Read Replies (3) | Respond to of 110194
 
Latest Yardeni FWIW

oakltd.com

oakltd.com



To: Wyätt Gwyön who wrote (29667)3/30/2005 2:41:45 PM
From: NOW  Read Replies (1) | Respond to of 110194
 
"I don’t think there is one. The solution is to pray. Under the best of circumstances, if all prayers are answered there will be no crisis for maybe two years. After that it’s a certainty. "
Simmons
I know you follow this closely. What are your investemtn plans and living plans based on this scenario?