Financialsense (FSO) - Jim Puplava forum Message Board

STOCKTALK

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 : Financialsense (FSO) - Jim Puplava forum

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: sea_biscuit who wrote (100)	1/21/2008 10:12:08 AM
From: megazoo	Read Replies (1) of 125

i don't understand mchugh's anxiety. fed is going to cut by 50 bp in less than 10 days. why does he think that if the fed cuts now, ie, tomorrow, that stocks will not crash. it is a given that the fed will cut 50 and maybe another 50 later. i also listened to gavekal (part 2), where the guy makes a lot of sense talking about relative inexpensiveness of US large caps vs. Euro stocks. i think the stage is set for a massive rally after tomorrow's capitulation. vix is the only indicator that has been waffling along. if the futes are any indication, vix will jump to last november high. apple is reporting after the bell. it will have rock-solid earnings. so will microsoft. yes, i think it is time to long us large-cap multi. and it might also be time to short sensex and euro. bombay sensex is wildly overvalued (in the short term). the real estate prices in bangalore and mumbai has to at least be cut by 25%. in the long term, 3 years from now, i am still bullish on india. euro is overrated - germany and scandinavia and spain might be strong for now, but look at italy, france etc. look at how the dollar is holding its own against the euro.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next