President Barack Obama Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : President Barack Obama

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ChinuSFO who wrote (136022)	8/22/2013 12:03:41 PM
From: RetiredNow	of 149317

Good articles. QE has created great distortions. Now everyone is realizing that the party must end, there is more focus on the consequences that others and I have been talking about since it all started. There was never a free lunch and the ride was great while it lasted. I hope those folks who were in a position to profit from it, don't get shellacked when the punch bowl is pulled away. The trouble I have now is figuring out where to put the cash I've built up. I had a good run in DBLTX since early 2011, but started to lower my overall bond allocation early 2013. My sense is that EM and Europe are at decent prices now, even though I know there are a lot who worry that EM will get crushed as QE gets tapered. I'm unsure, so I've been holding a large cash position. I have been dipping my tow in the waters of increasing my allocation to EM and Europe through DVYE and EFA and HAINX. We'll have to see how it all develops.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next