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Politics : Welcome to Slider's Dugout
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To: ItsAllCyclical who wrote (5178)5/4/2007 10:45:54 AM
From: jimsioi  Read Replies (1) of 50129
 
ItsAllCyclical, great to see you handle, Slider's post was a good one...

Generally speaking I am reducing positions, here. I see too many similarities to 2006, though with differences, of course.

I bet by mid to late May there are rumblings of Japanese and other Central Banks coordinating to put the breaks on this liquidity run...though with the US running the deficits they are the efforts will not be sustaining more than through the summer holidays.

Sell into this strength, my advice to me...Slider makes very good cautionary points.
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