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

To: Rarebird who wrote (23284)12/13/2004 12:40:15 AM
From: glenn_a  Read Replies (1) | Respond to of 110194
 
Rarebird.

((Yes, it's called humility, the fact that I could be wrong....))

An important quality to have. Refreshing too. :)

I appreciated the analysis in the rest of your post too.

May I ask, what asset classes comprise the remainder of your investment portfolio? Do you hold a substantial cash position at present?

TIA.

Glenn



To: Rarebird who wrote (23284)12/13/2004 6:53:28 PM
From: Crimson Ghost  Read Replies (3) | Respond to of 110194
 
I recall that in the late 1980s the Japanese (with the strongest economy and stock market in the world) invested billions in the US real estate market near the peak and lost heavily the following few years.

Does anyone really think the Japan and Chinese "investments" in US treasuries will fare any better?


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