Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

i picked up just a bit of nem today, since 42ish seemed like something close to recent lows. i'm not sure about trusting this all yet, but ... c'est la vie. will be watching in the a.m. to see if there are legs to it and whether to invest more ...

though i had sort of resigned myself to waiting to buy back in summer ... but who knows if seasonal weakness will ever play into this, when its the dollar that's driving everything.

(oh, i sort of feel cautious here, though, considering that zeev still has new lows for us to visit and i'd expect the dollar rally to continue until the indices bottom ... though i have no reason for that, just observation)