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Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?

To: stockfiend who wrote (1086)	7/27/2007 10:43:01 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 1718

I think people need to differentiate between technicals and fundamentals. Right now what is going on is due to technicals in the CDO market spreading into other markets. Fundamentally the market, economy, inflation, etc. are in decent shape and this smells like a mid cycle slowdown. Perhaps I am underestimating the power of technicals (unlike bears I'm ready to admit my short-comings) but when you combine non-debt liquidity plus the above, you get an 8-10% correction (which personally I thought was going to come earlier) in the equity markets. If it's accompanied by Fed cuts, you're off to the races again in equity and credit, and you stabilize housing. Who knows, maybe the cuts come from abroad...how many times did we bail out the world in the past? Message 23665937 Message 23690017