Zeev's Turnips Patch-No Politics (ZEEV)

[ogm]

Overal consensus is that the market will go up every day untill Next year. Because there is no reason to sell, aside from poor earning next year.

What really matters is not to miss the rally/short squeeze in high beta names. Otherwise year end print may underperform.

Also all money from MSFT dividend will go into semiconductors, internets and Starbucks and every other high beta with P/E at least 50. Thats why all of them should be furiously bought in anticipation of that exraodinary jam that will happen the next morning after MSFT distributes cash.