Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I still think that we may have another major swoon down before we are ready to go into that specific cycle. I mentioned about a week ago the major growth in the national debt (thus injection of some $150 B in liquidity into the economy) that could fuel a revival here, but the major mega trend, may still be down. The sentiment indicators from the last two weeks, do indicate an important bottom was formed, IMTO. Got back into CYMI here with a little more than a buck discount. Also got more than a buck discount on CCMP at $39.75.

Zeev