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To: anializer who wrote (58175)	1/23/2008 10:41:46 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Well said. I also have a substantial chunk of my net worth in the portfolio I update here; many people on SI are playing with smaller percentages of their total resources, so it's more of a game than a high-stakes venture. The last hour was instructive - panic dump at the open, rally try to near break even and boom, then swamped by sellers. People who think there is solid ground for big dip buying could be in for a shock. One of the many lessons from 2000-2002 was this crazy volatility and wild swings. It generally meant no real traction yet, and room for more fear-driven selling.

To: anializer who wrote (58175)	1/23/2008 10:44:39 AM
From: Lynn	Respond to of 118717

Dale has made settings to the thread so people cannot click to recommend a posting [which makes sense for this thread]. If the option was there, I would definitely click to recommend what you just wrote, anializer. Lynn

To: anializer who wrote (58175)	1/23/2008 10:56:29 AM
From: Keith Feral	Read Replies (1) \| Respond to of 118717

Preservation of capital can lead to market timing, which is the exact opposite of capital preservation. I shifted some money out of commodities today to put the money into financials and leveraged bond funds. Gross was pointing out that Pimco High Yield was looking attractive with the rate cuts coming. The yields are astonishing for some of these funds. I increased all of my bond holdings 20% today and increased my banking positions 50%. The only part of the market where I see value right now are financials and retailers. I wouldn't touch the retailers since they don't pay any kind of dividend. That leaves me with the financials and bonds.