tag:blogger.com,1999:blog-2335748440449035592.post7561622784182058004..comments2008-12-10T13:33:02.560-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-2335748440449035592.post-61818854001128757312008-12-10T13:33:00.000-05:002008-12-10T13:33:00.000-05:00p.s. most of the executive branch's power can from the real president: DC. Luckily Biden has made it clear he sees separation between executive and legislative branches and will retrench from what the current VP believes is "proper".<BR/><BR/>GW is just along for the ride - can you imagine the discourse when Paulson ran in breathless a few months ago saying he needed all this money to bailout his friends, err I mean the American system. Can you imagine the counterpoints GW was trying to make? I imagine it was similar to crickets chirping.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-30152548431944213632008-12-10T13:30:00.000-05:002008-12-10T13:30:00.000-05:00Patrick, what will be interesting is if American solars get more love than Chinese. I am watchinG FSLR, SPRWB, and ENER. Nothing exciting yet. But i thought that about infra Friday based on charts and they took off like mad - so charts mean nothing once the King Maker speaks. Just imagine if he is seen drinking Starbucks - might be worth $5 billion in market cap.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-3169254862904413022008-12-10T13:29:00.000-05:002008-12-10T13:29:00.000-05:00sliman,<BR/><BR/>I have nothing good to say about semiconductors other than they are reacting well to bad news, which you can apply to many sectors now.<BR/><BR/>I have not owned a semi in years outside Broadcom. It's an almost no growth, cyclical industry. Not really my thing. If you want early cycle plays and are playing it for a short time that is one thing, but as an investing theme - not so much.<BR/><BR/>Broadcom poked its head over the 50 day moving average so if I were inclined to trade I'd try that with a stop loss at $16 or so. But I really like growth companies as a rule - even these banks I only own for the trade. Technology as a whole has very little growth to it anymore - it's a lot of hype outside of Google, Apple, and RIMM. Growth is no different than a cyclical industrial for most technology companies nowadays.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-34030601464806602402008-12-10T12:11:00.000-05:002008-12-10T12:11:00.000-05:00Good observations. I really think that this is an Obama/Keynesian inspired rally (hey you've gotta stimulate aggregate demand somehow and the private sector sure as hell ain't doing it).<BR/><BR/>Obama does heart solar, which is why I am so bullish. Given the Executive Branch's power grab these past 10 years, the President is now a king-maker (thanks GW). <BR/><BR/>Obama will undoubtably talk up solar on TV and the solar stocks will rip higher. The rally will surely fade because Obama ain't President for at least 40 more days and the economy will continue to deteriorate. Then when Obama begins his "FDR-like 100 days" of stimulus/legislation, solar will ramp higher (hopefully for good).<BR/><BR/>STP and SPWR have market caps of $1-3 billion, if the "king maker" is serious about alt-energy these stocks should be worth $5-10 billion in four years. We shall see ;-)Patrickhttp://www.blogger.com/profile/12217554921967118634noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-31791371091551657392008-12-10T11:56:00.000-05:002008-12-10T11:56:00.000-05:00Trader<BR/>Thanks for your insights. I have started a small position in USD. Semiconductors are shaking off bad news and look oversold. Any thoughts?slimanhttp://www.blogger.com/profile/02885545198067762872noreply@blogger.com