Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: russwinter who wrote (13449)	10/14/2004 11:34:23 AM
From: mishedlo	Read Replies (1) of 116555

It's astonishing how the cognoscenti fail to connect the dots about how this impacts the "big picture" and reality about what's going. Instead the playbook just says, "sell this one, and buy something else, like retailers, or tech, or XLY consumer discretionary" 100% invested in stocks 100% of the time no matter how little sense it makes. No gold or silver or wheat or oil. Just "growth" stocks. I looked at several of the "growth" funds that my wifes plan could choose from. None of them had anything related to energy in them. Thay had crap like CSCO and INTC and MSFT and YHOO. Made me want to puke. Mish

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