In other words, as the undisputed leader/believer on precious metals, we'd feel far more comforted if you were back at the original recent, 35.2% or even much more....since the price rises alone would take you up some 3-5%!
Who is 'we' in the "we'd feel far more comforted" part of your post?
You certainly don't speak for me. Perhaps you were using the royal 'we,' I don't know.
Analyzing the positions of others is a mug's game because it shows that you depend on what others think rather than on your own research, thinking and investigation. A sure road to perdition and a very bad habit for an investor. A bad habit, period.
IN order to succeed as an investor, best to engage a huge amount of info, give each bit the weight it deserves, look for more info, think, ruminate, look for even more info , think and ruminate some more, reflect, determine past records, become obsessive about info and quality thereof, talk to smart people, reflect, do numerous internal 'what ifs,' look for more info, reflect again, synthesize, ruminate, then reach tentative conclusions, test them, backtest them, go to sources, ruminate, reflect, look for more info, engage similar types who have had proven success (like Jay), reflect, ruminate, then pay back others with the results of your work, let them decide what value to give to it.
Lather, rinse, repeat.
So far, I have seen very little on the 'give back' we all do around here on your part. Anyone can quote MarketWatch or CNBC; it's extremely low value stuff, almost spam. And I assume zerohedge is the staple for everyone that it is for me.
In other words, you need to earn some chops before you talk about "we." |
