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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: GraceZ who wrote (2335)	6/10/2003 2:39:08 PM
From: Perspective	Read Replies (1) \| Respond to of 4905

My goal is to determine where investors are acting rationally and where they are acting irrationally. They do both, and tend to act in herds. I want to find the resulting market inefficiences, and buy $1.00 for $0.50. Then I sit patiently and wait for the market to change its opinion. For years stock market investors behaved rationally, but pricing became irrational post 1998. I patiently waited to fade the consensus. Bond investors have rationally bid bonds ever higher for years, but now I believe the momentum is carrying well beyond fair value. I think they are paying $1.00 for something that is only worth $0.50. I certainly want no part of that trade. I want to figure out where the money goes next, with stocks, bonds, and potentially real estate and the dollar falling in unison, and global monetary authorities doing everything they can to counter these forces. BC

To: GraceZ who wrote (2335)	6/10/2003 7:46:50 PM
From: LLCF	Respond to of 4905

<Intellect and reason are wonderful things and provide hours of entertainment> Or a curse [for John Forbes Nash]: abeautifulmind.com I can't remember anymore What it's like to walk a sandy shore Or a reason not to be somewhere Please help me to get back there Worries and troubles all the time Over filling the busy mind And sleep seems like a luxury But sleep takes time away from me I can't remember the sight Of a sunset's delight Or not having a reason to debate That I must sleep before it gets late There's always something to be done Before this day is gone Never enough time to accomplish all Before unwelcomed sleep will call I can't remember what boredom's like Too fast the hours begin to strike Changing only the hands of time Forever filling the busy mind -Shabetei Interestingly many psychologists are now seeing the busy, run away mind as something that can be quite destructive... something some Buddhists have known for 2500 years. DAK