Zeev, are you concerned about the equity put/call in here? It still seems like there's not much fear for a bottom to be put in here...at least not today? What do you think??
The last few weeks that was the one thing missing Zeev- true fear.. people just kept buying, but from the looks of it now there is serious capitulation here with CSCO, AMAT, IBM, even MSFT and you know there are a ton of buyers steadily in MSFT on the div. news last week..
Cant forget all the fighting here which is usually a true sign of a bottom : )
There is a real life Russian bailiff ( heaven knows what that means) taking action at the HQ of Yukos. I think that is why they have stopped production. As a result oil prices are now ~$43 brl.