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 Residential Real Estate Crash Index
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JBTFD who wrote (16929)2/8/2004 5:59:07 PM
From: Wyätt GwyönRead Replies (1) of 306849
 
of course, he also hates high-quality bonds and loves commodities--a seemlingly de rigueur posture for today's money manager.

the mindset seems to be:

regarding stocks: although stocks have earnings yields less than half their historical average, their prices will go up, and i can always get out before they go down.

regarding long bonds: although long bonds have real yields more than twice their historical average, their prices will go down, and i can always get in before they go up.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News