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

To: CapitalistHogg™ who wrote (523)	3/7/2007 2:05:40 PM
From: John Vosilla	Read Replies (1) \| Respond to of 1718

An interesting take on being a perma bear versus reality.. Message 23348651 I'm with you. I have little faith in the stock market to make long term bets looking beyond a quarter or two. I also feel we are on the cusp on a major wave down so why bother with longs when much better prices most likely in coming months. I love stocks like Pfizer, AIG, Micron, AMD, Applied Materials and Motorola for up periods in the market. There will be explosive moves off the next bottom and I doubt financials lead that next charge.. Junior gold miners should do well too when the yield curve steepens. This long term yield curve inversion might have supported asset values of late but will bite financial institutions very hard in the next couple of years..

To: CapitalistHogg™ who wrote (523)	3/7/2007 2:16:50 PM
From: SouthFloridaGuy	Respond to of 1718

Thanks. It's not trading if the fundamentals suddenly change. But in general, I do believe that it is not compliant with attempting to formulate a "strategic view". In my line of business, where we are running billions of dollars and have to proposition an investment committee, you have to be very forward looking. Moving portfolios is like turning a ship-around and you can't change ideas every 1-2 quarters. You lose credibility and that's like getting your dick cut off.