Value Investing 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 : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (43979)	8/17/2011 12:04:35 AM
From: Jurgis Bekepuris	Read Replies (1) of 78705

I disagree with your "clownbuck" thesis, but I don't see a point in discussing this, since I won't persuade you and you won't persuade me. ;) Macro-wise, IMHO Europe (as compared to US and China) right now is closest to a possible big shock. Greece is likely to default and kicking the can down the road only gives time for other countries to fix their issues before Greek blow-up. It's difficult to say how contagious the blow up will be. Biggest risk in US is another recession. If we get that, oil investments even at current prices will not hold up. Actually most investments won't hold up except perhaps WMT and TJX. ;) China won't be enough to keep oil and oil investments up, since decoupling is a myth and they will also slow on US recession. Overall, right now investing in stocks is based on belief in no US recession and mild crisis in Europe. Prices are lower than in spring, but macro risks are higher. I am a bull at heart, so I am tempted and trying to put money into market bit by bit, but I keep getting cash coming from various places (like closing CSR arbitrage). So overall, I don't think I lowered my cash percentage in last 10 days. Maybe that's good... :)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next