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


To: shades who wrote (62639)6/3/2006 5:20:28 PM
From: GST  Respond to of 110194
 
<Siegel: I think actually, I say sit tight, certainly don't bail out. Right now, I think for those of you who didn't get in this year and maybe you've regretted it, you are now back to January levels. My feeling is that positioning in stocks at the present time is appropriate. The international stocks are down. Position yourself there. I think that long run, investors are getting better returns now than they were just a month ago.>

I don't see him calling for anything more than the run of the mill impact of the business cycle with rising rates and a real risk of recession or at least stagnant growth -- pretty normal stuff. Certainly not "apocolypse now".