Financial history doesn't repeat itself, but it often rhymes. You can't be stupid enough to trade off anything I say.... I'm lucky they let me out of the straight-jacket long enough to trade.

J. P. Morgan

"Sell down to your sleeping point"

Friday, September 28, 2007

Morning thesis

Alright Slow Coaches.....

NOTHING MEANS this economy won't act irationaly and go through the roof in the next 3 months...... MORE THAN this week.

Bullshit arguments that will work.

The falling stocks are falling cause they are weak, but great international names like RIMM AAPL and other Tech crap will Tear, and given international exposure... it just means MORE PROFITS FOR TECH and Materials.

The Stock Market has unhitched from the U.S. Economy, and even slowdown by the U.S. Economy won't stop mother market.... Unless it's shopping names...

Subprime will just cause a slowdown in Subprime... and some housing... But we KNEW THAT.

This is all bullshit, but bullshit that will sell through the next cut or not cut of interest rates......
Which isn't inflation........ it's inflation ex-inflation.

any talk about slowing world economy, or inflation or weak dollar or any of that crap should receave a slap in the face..... especialy that the U.S. Consumer runs this entire world economy.

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