Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Here is the last comment #msg-13465874. Unfortunately, not very informative, mostly because I have no clear indication one way or the other. Jim has 10/11 as a potential turn point, I personally think we get a minor retrenchment earlier. So far we still are not developing excess enthusiasm. There is some complacency in the low Vix readings, but that can go on for weeks...