Hello again, Joel:
>>In acknowledgement of your honor I've ordered several high powered hoovers for you<<
Style point deduction for repetitive insult. 4.9.
>>Have you read the Buffet letter?<<
No - haven't seen that one. I have read the Buffett letter , though. I'll proceed on the assumption that that's what you meant.
>>I think he mentioned you. seemed like it<<
Well that wouldn't surprise me. Buffett and I are both value investors. We share the same hero and inspiration - Ben Graham. Do you know of Ben Graham? Like Buffett, I have virtually no technology in my portfolio. My average P/E is well below the market P/E - pick any index. Since I began to follow the Buffett way, a number of years ago, my returns have even been a little better than his - of course I don't have quite so much dough to manage - not yet anyway. :)
siliconinvestor.com
See, you are responding to what you think you know about me, not what I write. I write that gold is headed down and that the market is headed up, which they are until mid-year, when both will reverse course somewhat - imho of course. You immediately conclude that I am a bubbleonian, which I'm not. Just reading the tea leaves and recognizing reality and not getting wrapped up in what should be happening or what ought to be happening.
Naz 2,600, Dow 11,200 by June, imho. |
