Replies to post #341206 on Zeev's Turnips Patch-No Politics (ZEEV)

[kron7777]

Zeev,
what do you think about gold stocks during the Nassacre? Will the go down in sympathy or will they go up on worries about collapsing dollar? Or will the above two reasons cancel each other?
Thanks.

[gloe]

RMBS -- some rulings came out AH favorable to RMBS. There are still RMBS own motions for summary judgment pending that the judge had said he would rule on by Jan 3. Still waiting for those.

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=4687909&tid=rmbs&sid=468...

[rusnak]

re: the Nassacre

Have you posted any target bottoms for individual stocks?

All the best,

tom

[limtex]

ZH maybe if you think that the next up should be used to get out ahead of the Nassacre then that is what we are seeing now ie people leaving early before the fun starts.

Sorry I had not noticed that the word Nassacre was back on the agenda. I recallthat it didn't happen last year when it was aniticpated but if we get it this year then it might be with a vengance.

I just can't see why any hedgie or insititution is going to buy anything for a couple of quarters. Why should they take any risk with the presence of 2000 like volatility and the Fed charging about chucking out market shaking comments like they are and a tenuous recovery and not much by way of big job creation.

They are obessesed with the market sowwhy fight them?

[westpacific]

Now an up into a B or 2.......

But that up will be met with more selling.

[Ace Hanlon]

Zeev:

Junk bonds held steady yesterday and spreads narrowed further.

This is NOT the kind of action we see when stocks are about to go down in a big way. Supports your call for a final stock market rally before the sh..t really hits the fan.

[Alexander]

zeev

i agree we most likely go up from here, but I don't see a possible Nassacre. As stated before, i see two opposite trends fighting each other out in the market:
-on the negative side: the incumbents business models are being disrupted causing their CAPs to erode gradually.
-on the positive side: that disruption is caused by new emerging players

I still see this latter trend getting more momentum and hence imo, will give the market an upside bias.

the last 3 years CIOs have been in a cost cutting mode, new they are focused on generating revenues by investing in new IT projects.

just my humble opinion

alexander

[head]

When do you go for lunch?