Zeev's Turnips Patch-No Politics (ZEEV)

[wahz]

For 35 months, everything that could go wrong for the bulls went wrong. Now in 4 days we have msft, the election, the fed actually waking up, and now csco by some miracle beating the rev number.(How in hell they are making their numbers selling telco equip in this environment is a miracle.)The point is everything has gone right for the bulls the last few days only. It could go on for awhile.


What has happened the last 3 weeks is particularly annoying to me because I have been telling everyone I personally know that telco equip would be the first thing to explode in a cyclical bull, which makes little sense but is based on the fact that companies that are bound to make it, are priced for bx. I let someone talk me out of it, though I held huge amounts of jdsu, cein(still), vtss, csco, sons, etc. I need to hire a guardian.