Zeev's Turnips Patch-No Politics (ZEEV)

[Trindy]

Greetings, Zeev. It is, indeed, getting quite frothy here. I greatly appreciate your continuing contributions to this thread and respect your opinion. Your take on the market has been quite good. It's not like you haven't made any money with your typical 50 percent allocation. Yet, the turnips, along with many other insightful market gurus I follow, definitely missed the recent rally. I was wondering, however, if you had any thoughts on why this rally had come as such a surprise that might, potentially, lead to improvements in your modeling. I asked George Cole a similar question. He thinks that the Fed's liquidy pump is chiefly responsible.

Also, if you could provide a view on how you think this fall will shape up, it would be greatly appreciated.

Cheers and keep up the good work and thanks in advance.