Wednesday, October 04, 2006


Quick Alert: Bull Market

Hey, if I didn't know any better, I'd say this is a bull market.

I understand the idiot investor and know what he wants. And, right now, he wants to launch the DOW over 12,000.

If you haven't participated in this rally, its not too late. Take a look at the Networkers, specifically EQIX, FDRY, SVVS,MRVC, GLBC and small cap gamble AVCI.

I feel uncomfortable chasing the semi's, since I believe their fundamentals are weakening. But, the networkers, well, they're on fucking fire.

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