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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: re3 who wrote (7707)	2/11/2004 2:43:35 PM
From: NOW	Read Replies (2) \| Respond to of 110194

100% of what cash?

To: re3 who wrote (7707)	2/11/2004 2:46:29 PM
From: Charles P. Hubbard	Read Replies (1) \| Respond to of 110194

I am about 80% cash and 20% gold shares, and waiting for "the train wreck". CPH - also retired

To: re3 who wrote (7707)	2/11/2004 2:47:24 PM
From: gregor_us	Read Replies (1) \| Respond to of 110194

retired: I Have Adopted a Cash Mentality. All my recent trades, and there have not been many of them, have had to pass my personal test: they've had to be much, much more compelling than sitting around in cash. This is conservative for me because usually I take the approach that there are all sorts of good trades around--just some better than others. My accumulation of a position in an oil stock and a gold/silver stock have had to pass much internal scrutiny. Even so, I remain largely in cash. But I cannot resist exchanging some of that cash for assets that I think are undervalued when compared to the dollars it took to buy them. There is very little to like across all asset classes right now. Cash, even with it punk rate of return, looks good!