Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: shades who wrote (59982)	5/1/2006 9:08:29 AM
From: Oblomov	Read Replies (1) \| Respond to of 110194

>>Maybe all eggs in one basket will make him the winner. Could be. Several people on SI have made fortunes with well-timed bets on one or two stocks. In the long run, I think a little diversification (not too much) and contrary thinking like Miller's is what succeeds. Right now, I am 35% in treasuries (2 & 3 yr), with the rest in foreign bank stocks (ING, ANZ), some community bank stocks, a few gold plays, commodity stuff (PCRDX, SU, BHP, BG), IX, MIC, CLMS, RSAS, some biotech/pharma stocks, and a very long-term holding in HSY. So I'm probably equally positioned for either continued inflation or disinflation/deflation. No shorts or puts right now.