Another Investment forum 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.

Non-Tech : Another Investment forum

QQQ 617.17

-0.3%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Brumar89	12/13/2012 11:37:24 AM
	2 Recommendations Read Replies (1) of 340

Barron's publishes a Roundtable of discussions and stock picks shortly after the beginning of each year. Most such stuff is of little value. But there's a guy named Felix Zulauf who has had a very good run of results. A CAGR of returns of 25.4% over 10 years with NO down years. No negative returns in 2002 or 2008. Worth noticing. He is a Swiss hedge fund guy. He has a blog ... everyone does now, I guess: felixzulaufblog.blogspot.com Whoa, a superbear. I'm not going to sell all my stocks like he advises but I think I will be moving some to gold. ".. from now on buying the dips [in the price of gold] is the right strategy because I think we have actually entered the next cyclical bull market within the secular bull run that we are still in. He also has a pretty ugly outlook for stocks: “I think over the next two years or so we will probably see 1,000 in the S&P again (a decline of more than 30%).” On a political note, he called the election for Obama, though reluctantly. If you're right that President Obama will be re-elected, what are the implications for taxes and spending cuts in the U.S.? I hope Governor Romney wins, but I fear that Obama will be the victor. Then, much will depend on the composition of Congress. In any case, the so-called fiscal cliff won't be as high as many fear. Raising taxes and cutting spending wouldn't reduce GDP [gross domestic product] by 4.5 percentage points, but something closer to 1.5 percentage points. Still, the combination could slow the economy next year. Just checked something - the return on his 2012 rec's through 12/6 was -3.2% ... so he may have his first negative return year in a decade. blog.pundittracker.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next