Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Return to Sender who wrote (67899)	3/17/2015 4:14:46 PM
From: FJB	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95609

I believe that shows the disconnect between the real economy and the FED fueled stock bubble.

To: Return to Sender who wrote (67899)	3/17/2015 5:30:53 PM
From: robert b furman	Read Replies (1) \| Respond to of 95609

There is a view and I believe it is credible that the shipping industry has been vastly over built. THESE ARE LONG TERM PROJECTS AND EVERY ONE TWO YEARS AGO BELIEVED CHINA WAS GROWING FOR EVER. The Baltic Dry Index is showing that Asian ship builders have created their own excess capacity and ship bubble. The only bubble not out there is In the chip business. Sadly chip builders have duked it out so hard, so long, that the only ones standing are the efficient and will not destroy the rational allocation of assets that other fools in other sectors are now learning about. Rotation = the essence of a bull market. Bob China stopping their continuing over production will create many hardships and in the long run add to the stable long term growth of global commerce. In between they have some pain to deal with. Sectors will be killed and then a recovery. Bob