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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (58653)	1/2/2013 7:01:29 PM
From: selivanov	Read Replies (1) \| Respond to of 95530

"Nothing and nobody is restraining central bank printing and government borrowing. " I guess you never got the message that this dunghole called "Amerika" is no different than Zimbabwe. What did the stock market in Zimbabwe do?

To: Jacob Snyder who wrote (58653)	3/5/2013 5:25:02 PM
From: Jacob Snyder	3 Recommendations Read Replies (2) \| Respond to of 95530

sold all my long positions in AMAT, INTC, WM, SI today. All bought in 2011 or 2012, all nicely profitable. I now have no long positions in tech. Basically, I am doing what I decided a long time ago to do: exit LT long positions, and/or hedge with shorts, as the market approaches all-time highs. I was wrong in January, about an "upcoming shorting opportunity". Message 28639198 The events I predicted happened, but the market ignored them. I remain convinced (timing uncertain) there will be another market meltdown, and I intend on being in cash or net short when it happens. Here's an example of the reason I'm getting out: student debt. Almost all such loans are guaranteed by the government. The banks which lend, have an incentive to maximize lending, without regard to the chances of getting paid back. As student debt steadily climbs, real incomes are stagnant to down, for new college grads. Therefore, ability to pay back the loans is steadily declining. If this sounds familiar, it's because this is exactly how the housing bubble was created. The fact that we are doing it again, with student loans, shows that nothing has been learned, and nothing has been fixed. moneymorning.com There are similar stories, every day, in the financial press, if you look for them. With the market near all-time highs, and the VIX near multi-year lows, seems like a good time to exit long positions. We could go higher, but from here on up, the odds of it being given back (and very abruptly) are high.