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To: $Mogul who wrote (1479)10/23/2007 2:42:50 PM
From: Real ManRead Replies (1) | Respond to of 1718
 
Or you can buy just 3 stocks. Of the 400 NASDAQ points we’re
up this year, 206 came from three stocks (AAPL 127, RIMM 47
and GOOG 31) -g-



To: $Mogul who wrote (1479)10/23/2007 8:52:21 PM
From: SouthFloridaGuyRead Replies (1) | Respond to of 1718
 
I say tech and commodity stocks.



To: $Mogul who wrote (1479)10/25/2007 10:59:22 PM
From: John VosillaRead Replies (1) | Respond to of 1718
 
So have you learned anything from Mish yet? Obviously he never learned anything from any of us that aren't on his deflation, end of the world bandwagon. He can be very stubborn you know<g>

It is all about real interest rates, the debtor nation status of the US as to the future..continue to monetize, to expand credit, grow nominal GDP at any cost without ramifications via a big jump in long term rates..eventually the stock market will cool and probably crash but not due at all to the housing bubble or tapped out US consumer as he always predicts.



To: $Mogul who wrote (1479)10/26/2007 9:27:26 AM
From: SouthFloridaGuyRespond to of 1718
 
Oil and Gas exploration sector looks ripe for a breakout as do Alt-energy stocks, particularly solar.

Who said all financials are falling, BRIC banks are breaking out, having been unfairly hit with US subprime woes.

Outside of financials - which are oversold - Cable and Media is weak as is apparel/retail (of course).