The Black Box

[wahz]

let me add that as folks zero in on these picks here, we are on the edge of the expected correction...I am convinced that as much as I wished they'd outperform in a correction, I don't think they will...so since I see us languishing from here into june or even aug, and maybe even Oct, I could see everything being lower that this in fall and then popping 100%+ from there into next feb...just so everyone doesn't pile in now after a huge run, and have very bad timing...pick themn up on puul back

otoh, I think the first drop will be damaging enough that good prices will be seen in the next 8 weeks...won't have to wait until fall for bargains