SI
SI
discoversearch

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 : Mish's Global Economic Trend Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mishedlo who wrote (104973)11/28/2009 4:03:44 PM
From: SouthFloridaGuy10 Recommendations  Read Replies (2) of 116555
 
Don't worry Mish, if Doom and Gloom keeps bread on your table, and your "1.6 million hits" (not the first time you have stroked your ego) you gotta do what you gotta do.
We understand.

On the other hand, some of us have a fiduciary duty to explore all points.

Never have I said my "base case" was a "V" shaped recovery, I said that if the markets can sustain the current levels, then indeed we will HAVE a V shape recovery.

But my base case is that it's slow and grinding style market without liquidity like the 70's. I know you saw that post multiple times, but in your bid to keep your 1.6 million hits, you selectively excluded that.

I think housing in gateway cities is an excellent buy because we are in global recovery, not sure where that changed? It may not be a good buy in the honkey tonk village you live in, but it's now a local phenom as opposed to some macro call.

It's not always about the stock market. Global growth was good in the 90's too, but global equities underperformed U.S. It's all about money flows. Maybe you don't understand the dichotomy?

I could also say I oversee several billion in institutional assets or speak to the best macro strategists every week, but I don't...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News