SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (53630)9/9/2011 3:57:14 PM
From: Return to Sender1 Recommendation  Read Replies (2) | Respond to of 95501
 
Fear - Jacob - Fear. I don't think you're wrong about your treasury trade or your long positions in the solar stocks. I just think you are premature. You, yourself are thinking a 70% chance of a recession, that the market is still factoring into stock prices. Is the probability of a recession fully factored in?

If it is then the market is hitting a bottom remarkably quickly prior to anyone actually saying we are in a recession.

Just my two cents.

RtS