Replies to post #556442 on Zeev's Turnips Patch-No Politics (ZEEV)

[marketmaven]

Westy, agreed, 2007 has been a bitch SHORT
(Three Peaks and A Doomed House- or 'domed'? house)

So, I've avoided any shorts. Leap puts on homies finally coming in and new puts on dept store retail, Midwest banking, consumer discretionary (SNE is a wreck!!) and debt bubble plays (ABK is a disaster, too).

The "big picture" industrials (CAT, DE, IR) and "mega macro" staples (POT, steels?, same old sh*t) all look REALLY extended. I'm tired of hedgies targeting shorts and put owners become 'collateral damage' like Scamazon. Zeev once said, "Don't short a snorter and, after getting poleaxed by GOOG, I learned my hard lesson and got fliped over for more pain". DeNile really is a great river in Egypt...

Sorry, no politics...