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.

Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: bearshark who wrote (15632)	4/6/1998 8:31:00 PM
From: Haim R. Branisteanu	Read Replies (3) \| Respond to of 94695

Bearshark, let the youngsters have some joy!!. Needless to say, some already are blaming the WSJ fro their reporting. Welcome to the club <ggg> Just one observation, has anyone noticed how flat the yield curve is?? at a time of full employment?? No it is not a reversed curve with rising inflation!! - It is flat curve with flat inflation and full employment - as in the 1950'ths, I am correct or just my imagination?? Is the computer/communication revolution similar to the car revolution in the 50th's wen suburbs sprung up and were in fashion. Also WSJ has an interesting article about electricity early in this century. Fed Funds 5.47% and the 10year Note 5.5%?? Well with oil failing to move up, SE Asia bombarding US market with competitive products, slow earning growth (MOT one example)has any one speculated on a FED easing for a change?? Main Street need no money as their business grows slowly, there are no real signs of inflation - e.g. stable demand and so on. We may get some adjustment correction around those levels, and shake out some high fliers but still I do not sense a basic change in perception. As previously posted I anticipated a sharp reversal this week and I am in CASH since Friday, but a real BK will come IMHO, only after employment will slow down and/or SE Asia will start to recover. Stock will be in corrective mode and as this is SI, every one knows by now that many tech stocks are in a corrective process for some time or even in a prolonged bear move at various stages. SGI, MOT, HWP, SUNW, INTC,KLAC, AMAT LSI, VLSI, MU, and the list goes on, to many to mention. Those are my 2 cents BWDIK Haim

To: bearshark who wrote (15632)	4/6/1998 9:27:00 PM
From: Bull RidaH	Read Replies (3) \| Respond to of 94695

Bear, I've paid an awful price to acquire this semblance of arrogance. I actually like to think of it in terms of confidence in my calls, as I was when I made the call on this thread for the market to move towards dow 10000 on a nearly vertical plane from the 7800 area in late January, inspite of the then prevailing bearishness. There are moments that are suitable for me to step in to this thread to make the call, and I prefer to do it when a big change is coming that isn't seen or being discussed. Otherwise, what good am I, if everyone already is leaning in the right direction? The key is to know the right direction, and that's what I've dedicated the last 2.5 years of my life to find out. And whenever I'm wrong, I pay the ultimate price, in terms of dollars lost that represent the life's work of myself, my family, and my clients. There's no greater inspiration for learning to walk this tightrope we must walk to be successful in the markets. David