I was just answering Goldfinger's question about financials. It would take more of a run up to get me into Lehmans but aside from GS, thats the only one on my radar. Thats all I was saying.
As for the sector as a whole, we're teetering more on the side of panic where any sign of further writedowns or that we still have a ways to go and we'll drop off VERY quickly. We could pull back to the $92 we hit on Feb 1st but I wouldn't count on that. Just my .02!!
No comments:
Post a Comment