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Yet another one from Germany!


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Yep....

 

Looks like The Economy is leading the market again.

 

Need to wait another 4 days or so before looking at shorts again.

 

Wait for the +1300 TICK and the .08 TRIN reading on Friday.

 

S & P ought to hit 1065 by then.......

 

A perfect Fiber Nacho level, where absolutely everyone will be wildly bullish.

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This SM reminds me of the wild wild west.

 

Gaps in every direction. Panic on a daily basis.

 

Every gap down may be the start of the 80% haircut back to true value.

 

Every gap up may be the start of a 200% IBD cup/handle breakout to nirvana, propped up by shorts.

 

If a piece of crap like KLAC, which is worth 1-2 times sales, is currently priced at 8 times sales, why can't it be worth 16 times?

 

Could you imagine being forced to own that crap?

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I seem to remember that ,at some time last year,TSMC announced that things were getting better and that they were taking on new staff.And then suddenly things got much worse.

 

So,I wonder if this isn't just one of the many upgrades that will be made in the near future to facilitate the distribution process.

 

There are lies,damned lies and distribution!

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Yep....

 

Looks like The Economy is leading the market again.

 

Need to wait another 4 days or so before looking at shorts again.

 

Wait for the +1300 TICK and the .08 TRIN reading on Friday.

 

S & P ought to hit 1065 by then.......

 

A perfect Fiber Nacho level, where absolutely everyone will be wildly bullish.

volumes just not there. the shorts may get boner'd yet again, but these runs are becoming increasingly

shorter in duration.

 

looking for a bra strap slip and then the panties, undressed, naked before us.

 

we'll see if she's a he.

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Yep....

 

Looks like The Economy is leading the market again.

 

Need to wait another 4 days or so before looking at shorts again.

 

Wait for the +1300 TICK and the .08 TRIN reading on Friday.

 

S & P ought to hit 1065 by then.......

 

A perfect Fiber Nacho level, where absolutely everyone will be wildly bullish.

volumes just not there. the shorts may get boner'd yet again, but these runs are becoming increasingly

shorter in duration.

 

looking for a bra strap slip and then the panties, undressed, naked before us.

 

we'll see if she's a he.

:lol: :lol: :lol:

 

Thor likes to dryhump the SMH.

 

Wonder if he can tell us today if the carpet matches the drapes.

 

I won't be touching any shorts until after:

 

Pre-FOMC Hysteria Jam

Post-FOMC Validation Rally

TOM Bone Jam

1st of Month "Buying Spree"

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I seem to remember that ,at some time last year,TSMC announced that things were getting better and that they were taking on new staff.And then suddenly things got much worse.

 

So,I wonder if this isn't just one of the many upgrades that will be made in the near future to facilitate the distribution process.

 

There are lies,damned lies and distribution!

the economy, nvls, etc, also reacting to statements by TSMC that they're going to invest more in new equip next year than previously estimated. They are currently operating at 98% capacity, so they will have to do something if the orders keep coming in. If not, they will of course cancel those plans. But right now things are good for them because others don't want to add the capacity themselves.

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short w/ tight stops. don't trust it here... looks to me, we're setting up for down in spite of

the machinations you mention.

 

mer's holdr's have been tough to trade, the gobots "manage" them all too well.

 

those are set n forget, still riding super boner HHH from 38s.

 

ouch.

 

pok'd PMCS in pre at 16.65, ave is 8500 at 16.25, got in a little early and

may beat a hasty retreat if it pops over 16.62, sure run to 16.90s.

 

my long term core is SLAB.

 

patiently awaiting the day it ends up SLAB'd.

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Option Sentiment Wrapup

 

Posted By: Bob Carver

Date: Monday, 27 October 2003, at 5:47 p.m.

 

Short term traders are overly-bearish, virtually ensuring a continuing rally, possibly to new highs:

 

OEX $-weighted put/call @ Mon Oct 27 16:10:00 2003: 1.40 (calls: $5901810; puts: $8237480).

 

QQQ $-weighted put/call @ Mon Oct 27 16:20:00 2003: 2.39 (calls: $1245170; puts: $2975960). Dollar volume in QQQ call options is 21% of OEX calls. Dollar volume in QQQ put options is 36% of OEX puts.

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