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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 330.71-1.1%Dec 17 4:00 PM EST

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To: MrGreenJeans who wrote (6424)10/3/2011 12:08:34 PM
From: marc ultra1 Recommendation  Read Replies (1) of 10065
 
Re "That equity prices are so low presently that they have already priced in a recession++"

It still comes down to believing the ECRI call or not. I am acting on the basis they will be proven right which means to me stocks and expected earnings are heading down from here and we'll soon be in a bear. I just sold my worst trade in a long time WY on some strength today at a big loss as I don't want a deep cyclical when I now think we may be looking at negative growth.
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