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Technology Stocks : Discuss Year 2000 Issues -- Ignore unavailable to you. Want to Upgrade?


To: Lane3 who wrote (7375)7/28/1999 6:55:00 PM
From: hunchback  Respond to of 9818
 
It seems like most of the bear books are old. Probably because everyone now knows the market will go up forever : )

Also, good information in "The Great Reckoning" by James Dale Davidson and Lord William Rees-Mogg.

***

Casey suggests half gold and half T-bills rebalanced every so often (which is pretty boring)or if you think things are going to get bad, his (somewhat strange) 10 X 10 strategy:

Divide in equal parts:
1. Silver
2. Agricultural commodities
3. TED spread
4. Tokyo short sale stocks
5. US short sale stocks
6. Junior gold stocks
7. Junior oil stocks
8. Politically distressed foreign real estate
9. Uranium stocks
10. Cash

***

Harry Browne and Terry Coxon (friends of Casey) suggest:

20% Gold
5% Silver
10% Swiss Franc assets
15% Real Estate/resource stocks
15% US stocks
35% T-bills, T-Bonds

***

: )

hunchback

PS-Casey and Rees-Mogg both updated their books 5 or six years ago