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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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From: LTK0072/9/2009 1:57:32 PM
   of 110194
 
Fleckenstein has temporarily closed his short fund and is going long.
Thinks rally goes into spring.
He says it is now a lot easier to locate 5 stocks for going up than 5 stocks going down.
He has bought MSFT and CSCO( i have NOT done this!:)
But i am on a long side prowl and have thus far put in 10% of my cash into equities(spread amongst 6 stocks thus far) and i am on the prowl.
i am entering cautiously, to say the least.
i will discuss nothing as what i am buying here,i remind though all my doom views are longterm.
My buying never should be viewed that i have waffled on my DOOM view, that is my The Big Picture.
But one must not have one's Big Picture AHEAD View ever rule one's behavior near term.
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