Hello Mike
Hey, where's my weekly Barron's Review from you?? I think you've been slacking off ever since your bank/airlines puts killing! I mean, all those great put suggestions were...uh, great, but what have you done for me lately?!?!?!
I liked the interview with David Levy in Barron's, and not just because I happen to agree with him!
What's your view of the country CEFs (APB, SAE, IAF, CH, etc. etc.) if the US goes into recession? Disaster already priced into them? Safe haven money will leave US and flow back into them? They represent such a small portion of your investment portfolio and you have only your first 3rd, so who cares as price is right?
Re: Fixed Income Markets ex US Treasury: Who's going to step up to the plate and buy this stuff at this point in the cycle?
Finally, re: gloating - seeing as how you fess up when you strike out, you are certainly entitled to some serious gloating when you hit the home runs.
Mike |
