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

To: ild who wrote (62903)6/6/2006 4:14:02 PM
From: UncleBigs  Respond to of 110194
 
unclebigs is bullish? hardly.



To: ild who wrote (62903)6/6/2006 4:25:07 PM
From: Real Man  Read Replies (1) | Respond to of 110194
 
I'm in the rigged market camp, waiting for the rigged market to
break loose, but it never happens -g-



To: ild who wrote (62903)6/6/2006 6:06:38 PM
From: Perspective  Read Replies (1) | Respond to of 110194
 
Let's talk capital equipment shorts here. Here are the stocks in the Yahoo construction equip index; includes farm as well:

finance.yahoo.com

The runs on some of these are simply stunning, as are the valuations. If they return to book value as in prior cycles, many would be literally decimated.

Does anyone have any particular favorites? Ones to avoid here?

BC


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