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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: Terry Whitman who wrote (69200)10/15/1999 1:02:00 PM
From: Defrocked  Read Replies (3) of 86076
 
That's a hard question to answer. You're
not spec'ng in your retirement acct.are you?
And what would you switch it to???

From my current perspective, I think bonds
may be a buy at the end of the month
rather than a sell if the bond market discounts
further inflation,dollar drops, real growth and
lack of Fed response. Lot's of variables. It
depends on how we get there.

If you can only change monthly, by December the
market could be vastly changed. Who knows???

(My retirement account is in European & Pac Rim
index funds and US intermediates. Liquid cash is
in s.t.munies,CDs and T-bills for margin purposes.
I sleep well at night with less than 20% exposure
to stocks at this point.FWIW.)
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