Zeev's Turnips Patch-No Politics (ZEEV)

[marvin1946]

Zeev,
I wasnt talking about ltbh in my question about sox purchase at 50% sox retrenchment. But you have posed the possibility of a cyclical bull next year i think. In a cyclical or even in a bear rally to 1388 or higher soxx should lead or that at least what i have inferred from previous conversations. Has this changed in the last few days because of poor btb?? marv