Monday, September 18, 2006
Oil and the Tech Rally
As oil knifed lower, tech, retail and everything non-commodity related, went fucking apeshit to the upside. So, using the same logic, now that oil is ripping higher, shouldn't tech, retail and everything non-commodity related get de-limbed?
Tell that to the guy managing 10 billion, with an IQ of 100 flat, who can't help himself from barreling into high multiple tech stocks because THIS TIME will be different.
This time, as the economy slows, MRVL is going to blow-the-fucking-doors off Wall Street's consensus.
Give me a break.
Tell that to the guy managing 10 billion, with an IQ of 100 flat, who can't help himself from barreling into high multiple tech stocks because THIS TIME will be different.
This time, as the economy slows, MRVL is going to blow-the-fucking-doors off Wall Street's consensus.
Give me a break.
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Couple short thoughts on The Oil Strikes Back:
SSYS - bounced off the 200 yesterday, tumbling. Mgmt gave spiel today, noone cared.
RIMM - great run but buckling. This short might be a mistake tho with prospect for good earns 9/28.
PFCB - My favorite short for the last 6 months. Dumping with restaurants on RayJames. Their business model is broken, too, don't know why it came back from 30.
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SSYS - bounced off the 200 yesterday, tumbling. Mgmt gave spiel today, noone cared.
RIMM - great run but buckling. This short might be a mistake tho with prospect for good earns 9/28.
PFCB - My favorite short for the last 6 months. Dumping with restaurants on RayJames. Their business model is broken, too, don't know why it came back from 30.
# posted by 
: 3:21 PM
: 3:21 PM << Home
