Zeev's Turnips Patch-No Politics (ZEEV)

[wahz]

Hi armed,

Yeah I am still short. I think this rally, while possibly the beginning of a cyclical bull, which actually began in late July, can't be sustained because the fa has deteriorated too far again. The semi's are of the most concern. Y, I wish I had covered, at least yesterday at 1280 when I saw this coming.