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Strategies & Market Trends
SiliconInvestor All Stars Forum
An SI Board Since February 2007
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Emcee:  SouthFloridaGuy Type:  Moderated
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1618you would be able to reconcile only if you know that peak oil is a myth..andiron3/19/2008
1617True in general, but what do you think happened to BSC debt that got defaulted oReal Man3/19/2008
1616It's difficult for me to reconcile my bearish oil stance yet be bullish on sSouthFloridaGuy3/19/2008
1615I think the dollar will rise when the default rate picks up.SouthFloridaGuy3/19/2008
1614Yo, you're right, the effect of the buck dropping 42%, a silent bear market Real Man3/19/2008
1613My friends are generally well to do and are involved in global industries. The lSouthFloridaGuy3/19/2008
1612'In fact, one can make a strong argument that the unwind began in 1999 when John Vosilla3/19/2008
1611I think 1 year from now the discussion will be deflation even in its conventionaSouthFloridaGuy3/18/2008
1610This will go down in the history books. redlasso.com$Mogul3/18/2008
1609So at what point do we say which way the wind is really blowing? When the fork iJohn Vosilla3/18/2008
1608Look, I understand what you are saying. And yes, one can make an argument that wSouthFloridaGuy3/18/2008
1607Remember the economy and stock markets are a mess in stagflation. We can get DOJohn Vosilla3/18/2008
1606It only feels like stagflation because it takes time for credit problems in the SouthFloridaGuy3/17/2008
1605Manhattan finally is going to see a recession and major crack in housing prices John Vosilla3/17/2008
1604I imagine buying AMAT on a market crash and holding for 3-4 years will mint you John Vosilla3/17/2008
1603Focus on thin film next generation that aims to reduce the cost of the current m$Mogul3/17/2008
1602What are your best solar plays?SouthFloridaGuy3/16/2008
1601I was Bear Sterns. They were all stars.Jim McMannis3/14/2008
1600As called. Squeeze just starting in this sector. Message 24291997$Mogul2/13/2008
1599Goldman Suchs...anybody watching this? Something is going on...could it be that SouthFloridaGuy2/13/2008
1598They are (and that's one reason they're takeover bait). Of course there&patron_anejo_por_favor2/12/2008
1597Musta been taping another episode of "Survivor".....<G>patron_anejo_por_favor2/12/2008
1596I was in Boston last year and some young hip hopping dude was standing in the miJohn Vosilla2/12/2008
1595LIG liked your post..while I totally agree these trends you mention have been goJohn Vosilla2/12/2008
1594Alert: YHOO management declared officially incompetent.SouthFloridaGuy2/10/2008
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