Zeev's Turnips Patch-No Politics (ZEEV)

[leon]

JL, i'm not familiar with the survey you reported but the sentiment numbers i follow would indicate there remains far too much optimism out there. although i don't use it as part of my composite, just look at the activity in the semi's; everyone's still more afraid of missing the next big move up than anything else! not saying they can't rally, just that it would be tradeable and nothing more. not yet anyway. LEON