Replies to post #41233 on Zeev's Turnips Patch-No Politics (ZEEV)

[The Realist]

"I am still in the camp calling this market a cyclical bull."

Your genius is apparent.

[extelecom]

Zeev, It makes sense to me for AG to hold steady. If he does anything else he will be accused of favoring one "party" or the other...

Appreciate all your really knowledgeable and informative posts...

et

[XenaLives]

If Fed holds, will we see a hard spike down on "disappointment" so the big boys can pick up some more inventory?

This would explain why they have been pumping another cut.

[Babylon]

Thanks, but as I recall, you mentioned not more then 2-weeks ago, that any FOMC reduction in rates, would cause you to become extremely bearish - and expected a sharp sell-off if it were to happen. I am just curious as to what precisely has changed since then (any rate reduction then vs. a .50/bp cut now)...some other indicator perhaps? TIA