OT - sector
inscrutable
OT - The networker now seem to be in this downward trend,
without exception. As is most often, I see no news to explain it.
e.g. NOK went from mid 30's to under 20. I'm not concerned, just
mystified, as usual for the whole sector slide. Doesn't matter,
really, as we're in it for the long run.
And while it may bo that nobody is interested - I am
over-exposed in oil. If there was a knowledgeable source to explain
what is likely to be the picture going forward, and the thesis used
to come to whatever that conclusion is, I'd be interested in that.
And of course, it might just be that the fluctuations in oil prices
are unpredictable. But it is certainly tied, I think, to the worse
than expected earnings reports, leading the big companies to
selling some assets to make up for the drubbing those stocks are
getting.
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