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

To: Kirk © who wrote (14715)	10/26/2022 11:21:22 AM
From: robert b furman	1 Recommendation Recommended By Sr K Read Replies (1) \| Respond to of 26422

Hi Kirk, Totally agree. In late 1999, MU, AMAT, KLAC, LRCX topped and Cohu rocked upward in a parabolic final run. We should see the fangs tease at approaching old highs, but find selling that never builds new momentum. The nimble money will roll into the mid caps and finally the small caps. That big unloading of high priced big caps will explode the liquidity of the smaller cap stock. If we get that parabolic run up it can go on for 3-4 months. Time to go to cash, pay some taxes and watch the weight of the market grow. It will then be time to get out the movie of the Hindenburg. Hope to see some 2 year and 5 year Treasuries above 5% around then. Build a ladder of treasuries and some 13 to 26 week bills for short term fun. Bob