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Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?

To: pogohere who wrote (269)	2/22/2007 5:15:08 PM
From: SouthFloridaGuy	Read Replies (3) \| Respond to of 1718

I am bullish on everything except for overvalued residential real estate. This includes: Growth Equities Select EM like Korea and Brazil Precious Metals and their related stocks Energy complex/Alternative Energy The only other thing I am bearish on is cash. My view on equities will change if Fed raises rates past 6%. My view on gold is gold stocks>gold as these generally tend to move faster and furious in the initial stages of a bull leg (which I believe has started after nearly 1 year of consolidation). I am long gold stocks in my PA through PMPIX at $40/share purchased recently. So for many on SI, I guess it's better to be lucky than smart in the context of their gold "bullishness", but eventually if you don't know what the f@ck you are doing and the reasons it's actually happening, you will get burned, plus you'll miss out on a lot of good things in the meantime which will help diversify your portfolio and mitigate risk.