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Strategies & Market Trends : Currents of Currency -- Ignore unavailable to you. Want to Upgrade?

To: Ahda who wrote (315)	7/31/2014 6:44:59 PM
From: Joan Osland Graffius	Respond to of 594

In this industry (chip) there is a lot of stuffing the channel and over ordering.

To: Ahda who wrote (315)	8/1/2014 4:32:05 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 594

Fleckenstein today: In terms of overall investment strategy, my best guess is that the market may (again, may) have exhausted itself and -- as I have been saying all year -- I don't think the Fed can taper to zero without the stock market being hit hard. Thus, today I bought October puts on a handful (for the first time since 2008) of PC-related companies (namely, Intel, Micron, Seagate Technology, and Western Digital) because I suspect that the one-off help of the Windows XP expiration is essentially behind us.