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

To: robert b furman who wrote (6967)	4/8/2019 11:47:48 AM
From: Kirk ©	Read Replies (1) \| Respond to of 27038

Be careful, that can make your hair fall out! SHEESH, I'm beginning to sound like you. <smile> They took the hammer to BA and GE and the markets are just down a fraction now and that could be it as it seems some had orders to buy at the gap from last week. ECRI's indexes have turned up nicely too... growth could be above zero next week but I kid Lakshman that I think my own leading indicators are pretty good and they already bottomed around Christmas so we should get confirmation 6 months later at the same time we know the semi cycle should turn up for 5G buildout. Fingers crossed of course!

To: robert b furman who wrote (6967)	4/8/2019 11:58:58 AM
From: Kirk ©	Read Replies (1) \| Respond to of 27038

BTW, one of my biggest hits after feeling dumb during the 2015/16 tech bear market when it was in the accumulation mode and analysts didn't bother covering it, KEYS, is really benefiting from selling picks and shovels (aka electronic test equipment) for the buildout. Also very bullish and "another leading indicator" is KEYS is leading the markets this year AND it bottomed in November 2018 and made a higher low at Christmas while the overall market was making its bear market (down 20%) low. This still has me shaking my head... wow!