Zeev's Turnips Patch-No Politics (ZEEV)

[seabass]

>>>I think it's pretty much a given that by the time we have quarter when business spending, cap ex's, etc are rising, the market will already have had this priced in long before the actual "evidence" shows up on the street.<<<

Of course the market will get it right sooner or later as long as it keeps starting a new bull every 4 months. And when they finally luck out and one of those rallies coincides with an increase in IT spending a few months later, Wall Street's brilliance in forecasting the turn will make headlines around the globe. Never mind that the first four, five or six rallies or whatever the number turn out to be were flops that crashed and burned to new lows without fail.