ZH - if it weren't for a few sectors I think "we" bulls would be ...yes ...bearish..But the semis are rolling and there are some good signs that some key parts of the wireless sector are rolling too.
The differnce between the bear scenario and the bull scenario is only one of some exquisite chemical compounds in the brain that get realsed when we feel eithe confident or alternatively miserable... there is no grey in this land.
If the confidence in this semi and other induced rally can spread then there will be a great rally if not then its the bear again. Total binary.
It would be interesting to see what would happen to the deficit if we get 7% grwoth for the next few years.... I bet that would help a little.
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