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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 387.98+1.3%Nov 28 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TobagoJack who wrote (81334)10/13/2011 9:24:38 AM
From: dvdw©  Read Replies (1) of 218090
 
Amusing: A few more snippets:
don't buy into current rally!Potentially a short period of more calm weather with Euro-Summit, G20 meeting and not Greek debt maturing... (8b of great debt matruring at year end)On a positive note: Jim coming out with overweight view on HK market: PE's at very low levels and balance sheets very healthy (as are S&P 500 balance sheets)Expect a sharp correction in markets when a haircut on greek debt becomes official


Its always the missing information that bites....Jim is exhibiting the habit of them that will create correlations where none exist...there is a contradiction in this summary, as to who actually originated it is not clear. The gross target of the uncorrrelated correlation is "the current rally". Which Current rally is jim referring too? There are many, and each is tied to some discreet set of circumstances where measurables can be authenticated or not by balance sheets, iterated as they are. What does jim base his surmise about HK on but measurables. Thats right, and therein rests the contradiction, the gross aggregate potential is being used as a call for action, meanwhile the call for action "dont buy into current rally" might be jims self self interest, as its an uncorrelated correlation call to action.
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