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Strategies & Market Trends : Free Float Trading/ Portfolio Development/ Index Stategies -- Ignore unavailable to you. Want to Upgrade?

To: dvdw© who wrote (3197)	3/25/2010 10:37:18 AM
From: dvdw©	Respond to of 3821

This link includes 8 replies to a single question asked by an investor 6 weeks into the routine we noted in our previous post. siliconinvestor.com our continuing need for training, encourages the assignment of one or more of the 14 characteristics to posts. meanwhile, the cap and control AlgoRythm is fully in place this AM.

To: dvdw© who wrote (3197)	4/2/2010 12:36:23 PM
From: dvdw©	Respond to of 3821

A key point in time came in q4 08. Often when visiting Daily Speculations to review past history as hindsight; for co relation. At critical time Periods, post facto, where turns or expediency should have coursed the lips of the experts. Daily Speculations is a great site, its host VN is a true fountain of ideas, a superb host and generally tolerant of my holistic sum style for describing data in viewpoints...having said that, the quantitative contributors, dont much like my participation, even though my dedication to my counting is confirmed everyday. Today this reply post by myself is resurrected and brought here for archival. the post was a reply to a traders supposition as follows" "I’ve said it before, but it is worth repeating: the global economy just started its journey of going into a recession; demand for “stuff” will drop off the cliff most likely to a lot greater degree than anyone imagines." DVDW at 12:06 pm Have you any experience beyond cliche imagery? Admittedly there is all kinds of Stuff, & stuff is like everything else, it needs to be characterized within the current time looking forward. There is always Right Stuff and wrong stuff. Which right stuff works in recession as an aid or counterprogramming measure to help offset one cost or another. Stuff is complex, not simple. When Data General and Digital and a whole host of mini computer vendors looked into their last impending recessions, do you think that they knew it would be thier last? Doubtful, because they could not know with certainty the extent of what was happening all about them. What was happening about them?….The right stuff, readying itself for prime time. Its no different now, the shakedowns of these days serve multiple purposes, they allow the smartest money to be applied to the rightest stuff, at or near the lows. While The herd, sees the doom and gloom as a platform to get back on whatever slowed down train they got off or missed altogether. history repeats, we had the Japan cycle, the korea cycle and will now have the china cycle where all the $ exported will be repatriated to buying US assets cheap….land, property, brands of all kinds…which will make china inc and its production pallatable, once the raging nationalism that is produced in a recession subsides. Forward demand is a story about the right stuff, it operates beyond the circumstances of output mechanisms which are used to facilitate failure within some….to shift said failure as rewards too others. Thats a whole different ball game than All Stuff is worthless because some stuff might never make it back from this particular time.