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Strategies & Market Trends : Heinz Blasnik- Views You Can Use
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To: GraceZ who wrote (2335)6/10/2003 2:39:08 PM
From: Perspective  Read Replies (1) of 4905
 
My goal is to determine where investors are acting rationally and where they are acting irrationally. They do both, and tend to act in herds. I want to find the resulting market inefficiences, and buy $1.00 for $0.50. Then I sit patiently and wait for the market to change its opinion.

For years stock market investors behaved rationally, but pricing became irrational post 1998. I patiently waited to fade the consensus. Bond investors have rationally bid bonds ever higher for years, but now I believe the momentum is carrying well beyond fair value. I think they are paying $1.00 for something that is only worth $0.50. I certainly want no part of that trade.

I want to figure out where the money goes next, with stocks, bonds, and potentially real estate and the dollar falling in unison, and global monetary authorities doing everything they can to counter these forces.

BC
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