SI
SI
discoversearch

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.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ild who wrote (70519)9/28/2006 10:38:45 AM
From: J_Locke   of 110194
 
On a "relative cheapness" scale, big caps are cheap right now, just as small caps were cheap in 2000. If you read the mainstream financial press (like Barrons) you see this argument made all the time now by smart, sane people - also the idea that "growth" stocks (higher price to book stocks in the spx) are cheaper than "value".

If you have to be fully invested, the argument make sense. Me, I prefer to sit in money market funds right now and wait for the deluge.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext