Zeev's Turnips Patch-No Politics (ZEEV)

[ItsAllCyclical]

>> So why am I bullish? <<

>> 1) dividend yields are higher than bond yields <<

They are? Hmmm, first I heard. On average dividend yields are still very low historically.

>> 2) Fed continues to cut rates -- don't fight the fed... <<

What about the last 300+ basis points? What's an extra 50 at most? Come on? Please tell me you're kidding.

>> 3) Presidential race push kicks into gear in 2003 <<

Now I know you're kidding.

>> 4) Between now and April are historically the best times to be in the markets <<

Ok, 1 for 4, but it ain't enough.

>> sell gold stocks, and invest in energy -- preferably natural gas weighted plays. <<

Sorry, not selling my gold plays here with the US Dollar still very overvalued. Of course these gold plays were bought near the recent lows so it's easier to hold. In terms of natural gas agree if you're very selective. But I'd prefer to play a special situation that will benefit from NG, namely EP (psst - nice yield as well).

Up until about 2 days ago this thread was downright bullish. Too many still worried about missing the bottom. Bearish sentiment? Nah.