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Strategies & Market Trends : SiliconInvestor All Stars Forum
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To: ballsschweaty who wrote (1218)8/9/2007 7:19:19 PM
From: SouthFloridaGuyRead Replies (2) of 1718
 
I added the puts to create positive convexity in my portfolio not for monetary gain.

I believe that equity is the cheap asset class and it should do better than other leveraged asset classes.

However, I am scared of the ramifications of what is going on.

It's as easy as that, I've been pretty transparent about my view on equity but my fear is that market technicals will create fundamental issues in the real economy.
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