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Politics : High Tolerance Plasticity

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To: bull_derrick who wrote (22894)	3/13/2005 9:42:20 AM
From: Bruce L	Read Replies (2) of 23153

bull derrick, Absolutely superb post!! Highlights as I saw them: - "Where I do believe the best money is made is in long term trends that are macroeconomic." - "I put about 80% weight into the statement of cash flows and perhaps 10% into the income statement and 10% into the balance sheet. Cash doesn't lie unless ..." - "What macroeconomic events are driving the current state of the economy? Interest rates are going up and the dollar is weak. There's two years of play there in that trend, so basing ones investment decisions on that should be appropriate... " - "These are the general macroeconomic terms that I foresee over the next few years and I should ask myself if my investments are aligned with that type of scenario." Conclusion: 2 or more years in these trends and I want my portfolio ALIGNED also with these scenarios. Thanks, Bruce

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