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

To: SouthFloridaGuy who wrote (78845)	2/10/2007 8:15:49 PM
From: TimbaBear	Read Replies (2) \| Respond to of 110194

A lot of people here are very invested in being bearish There's a shocker for ya, I tell you! You post on a board titled: "The Epic American Credit and Bond Bubble Laboratory" and rail against posts which support that point of view? If you worked for me and came to me that far out of synch with your environment, I'd fire you! You stated that you were leaving here. No one prompted it out of you, you volunteered it all on your own. Now you change the condition to one where you will only respond to posts to you. That kind of moral weakness would have no place in my shop either. A person either lives up to his word or he keeps his mouth shut. And you claim to supervise others in the management of people's money? What kind of example are you setting if this kind of behavior is typical for you?

To: SouthFloridaGuy who wrote (78845)	2/11/2007 3:32:34 PM
From: pogohere	Read Replies (1) \| Respond to of 110194

Because if the market doesn't use it (out of your ass figures on inflation, unemployment, growth and manipulation), it's irrelevant. Do I get belligerent? Absolutely. Does it affect the way people perceive me? Absolutely. Do I care? No, because the market will do what it will do and so long as I am comfortable in my logic and figures, I'll make money (as will my firm). I think this is your best post yet. Like Keynes said, markets can stay irrational longer than you can stay solvent. A lot of bears don't get this (they are "married to a view"). Those who do understand can make a great deal of money. I believe you when you say you have prospered. The subtle fallacy in your position is the "so long as I am comfortable in my logic and figures" part. Your comfort is not dispositive. If the market perceives that the figures on inflation, unemployment, growth are unreliable, your comfort with your "logic and figures" won't matter. From your point of view it may be irrational for the market to turn its back on what it previously took to be prosperity and stability and the adroitness of Bernanke. Continued solvency then depends on abandoning your prior logic and figures. That's why you are my contrarian indicator. If you change your previously stated views I'll know there has been a sea change in perceptions and act accordingly. Do you have the right stuff ?