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


To: NOW who wrote (86660)9/20/2007 3:33:17 PM
From: benwood  Read Replies (1) | Respond to of 110194
 
Today it looks more too early than yesterday.

March of '99 seemed too early to sell tech stocks. I didn't mind missing the last 12 months of mania in exchange for a) sleeping better and b) missing the 80% rout

For what it's worth, I think it is grossly premature to punt the PMs, and got as long as I'll ever get about four weeks ago, to perhaps 12.5% of all my investments. Wait, that's 12.75% now. <g>