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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: $Mogul who wrote (1463)10/18/2007 11:37:41 AM
From: SouthFloridaGuyRead Replies (2) of 1718
 
It's all about global growth. With no end in sight to housing, it's difficult to see how US growth holds and then ultimately how global growth holds.

However, for now, there is no sign that global growth is slowing enough to reallocate to cash/bonds from stocks.

Rates are too low.

Maybe 2008 is the year, maybe 2009. But I would say there is a 99.9% chance of a 20% peak to trough drop by 2010. The only question is from what level? Not worth it to give up potential mania blow-off top before that.
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