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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (4189)	7/15/2016 3:36:42 PM
From: Kirk ©	Respond to of 26753

Thanks. I wonder where they got it. I try to link back the creator if possible but it seems to have been "lifted" without proper attribution as is typical. At least they put their name on the chart so they get some credit 8)

To: Gottfried who wrote (4189)	8/3/2016 12:09:30 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 26753

Lets see if this works: Perhaps you have a great idea on how to present the data better graphically... how GDP has been in a secular downtrend since the US rebuilt the countries we finished off in WW2 while semiconductors have had great growth and a measured portfolio heavy in semiconductor related stocks has done well... US GDP Growth vs Semiconductor Sales Growth $INTC $TSM $QCOM $TXN $AVGO $ASML $ARMH $AMAT $LRCX $SPY pic.twitter.com/StwBd5kJjF — Kirk Lindstrom (@KirkLindstrom) August 3, 2016

To: Gottfried who wrote (4189)

9/6/2016 10:43:17 AM

From: Kirk ©

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Read Replies (1) | Respond to of 26753

I believe it is due to individual stock risk of going under.... one reason I've avoided it.

From the chart below.... any idea why Oil was so cheap in 1999? No wonder Buffett did so poorly in 1999 (lost 20%) while he did great after when value was the place to be and the price of oil rising really helped his rail stocks.

From: Gottfried 9/6/2016 2:57:41 AM
of 73591

OT ** offshore driller does not track oil any more - no idea why and don't want to discuss here
stockcharts.com

RIG also suffers from the technology boom in oil extraction.

Less need for expensive drilling when spending a few bucks per barrel gets you so much more oil out of already drilled wells.