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

To: GraceZ who wrote (59436)	4/25/2006 11:50:58 AM
From: GST	Respond to of 110194

<rust buckets loaded up with debt and layers of management> poetic and probably far more true than we would like to believe.

To: GraceZ who wrote (59436)	4/25/2006 12:04:26 PM
From: shades	Respond to of 110194

Does he mean because they already have given terrific returns and anyone holding them is starting to get nose bleeds? Like economic girlyman said - someone has to be a bagholder. Ask yourself, was he telling you to load up on small and mid cap three years ago? Have only been listening to him for a year - he got his "gang" into TM a little bit ago - seems like a good decision: finance.yahoo.com I don't buy the thesis for large cap having an advantage in a more global world. I did post a link where more and more large companies are doing thier own deals using internal staff instead of the jpm's and citi's of the world. Philster said the institutional money - 15 trillion of the 17 trillion out there is going to move into big cap and safety during these perilous times and interest rates will probably go higher for awhile - to look at long term shorting of the utilities - how can the little business owner grow when his loan costs so much more? Us little guys have to consider where that big money flow is going. I look at one big company after another and they're all rust buckets loaded up with debt and layers of management. The tower of Babel goes higher and higher until it implodes and is dispersed - but if you don't ride it on the way up you miss out eh? Philster believes whole market is a sham with pimco and offshore accounts and your friends the mm's. He says they will try to keep it together until election time though. Right at the dispersal point perhaps small companies will be better - timing is the whole game - I know many folks that left IBM to start thier own ventures and not let the corporate beast suck off thier innovation and profit.