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Strategies & Market Trends : Classic TA Workplace -- Ignore unavailable to you. Want to Upgrade?

To: AllansAlias who wrote (33861)	3/10/2002 8:21:28 AM
From: sun-tzu	Read Replies (3) \| Respond to of 209892

I have no intent of weirding out my trading cousin, and was being completely serious. As for the next 6-12 years, I agree with bobcor and yourself. Again, it is my contention that if one wants to short as an investment, then the position size must be small and asset allocation dramatically reduced. As for bets on the euro, yen or foreign bonds, imho these don't have a role in long-term investing based on bear market tactics. They are far too speculative. Inflation resistant treasuries are a far better play. The classic mistakes that I see bear market investors make are 1) the use of leverage, 2) going for the "home run" and 3) a dogmatic persistence of thought that once a stock actually begins going down it won't stop until it hits fair value. When you think about it, that makes these players no different than bull market bozos. Equal and opposite. I guy like reaper looks to earn 10-15% from his stocks and 6-8% on his bonds. He understands asset allocation and the power of compounding over time. His position size is small and he knows that cash is king. He is my bear market parallel of Buffet.