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

To: Kirk © who wrote (9805)	5/14/2020 11:09:32 PM
From: robert b furman	Read Replies (2) \| Respond to of 26410

Hi kirk, Right, the general market did, but the semi's lagged. I've noticed the semi's seem to catch up the next day. It would be nice to see them lead, this may be the pivot. Here's hoping and congrats on your great FA and TA run on your largest holding. It's good to see sharp investing gettting the reward! It's time to bring technology leadership home to the USA. I'm mthinking our inflation below 2% might well be history. That will change the multi decade bond rally and create the "Great Rotation" and an early sellout out of equities will be appropriate. Into what is the big question? Bob