Zeev's Turnips Patch-No Politics (ZEEV)

[dvdmogul]

Zeev this market is different in this regard, EK for instance has a business model that between Business cylces has been disrupted, that means that they will have been replaced in the dow before most realize whats happening. This market is akin to the changeover that took place when WANG and Control Data lost their luster and were replaced by Apple and a host of other companies. Seems like this is happening everywhere, new wholly underfollowed companies are performing and are knocking on the door, saying let me in! Others like EK are just playing a holding pattern trying to figure out how to stem the flow from the blood letting that is happening to their business.

This is a disruptive rotation of leadership, not a normal rebound in a business cycle. When this is true, the market will appear to be sending these mixed messages. We are in a bull market for emerging leaders and a bear market for those who have fallen and cant show the marketplace they've got what it takes to stand up.

Because the bear recalibrated everything, the winners and losers, the trading community lacks clarity about the change of guard under way.