Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

This is my fear in this contrived rally where the likes of cymi and others like it that deliver nothing but red ink are hitting multiple highs. This is what I find insanely unsustainable. It is plain crazy. good day!

again, in reference to that kudlow/cramer episode (a.k.a. 'dumb and dumber') on friday featuring fleck and 'the guy who sold paypal to ebay' (minus kudlow):

as they were talking about 'what to buy now', cramer made a reference to 'the playbook' - what fund managers are thinking with respect to historical trends. here they said that rising interest rates means you buy semi's. now that observation, if true, goes further to explain what's happening with the semis than anything else i've read. that, and fleck's observation that using opm (other people's money) fund managers are even more likely now than during the late 90's to chase any trend.

if cymi makes you cringe, consider brks or klic. brks is up almost 300% from its trough values and has a recent upgrade with target that would more than double that.