Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: benwood who wrote (91818)	3/3/2008 3:43:11 PM
From: Keith Feral	Respond to of 110194

Don't get me wrong, I love commodity stocks as much as the next guy. I think lower rates will help the commodities do well, and I think it will help the financial markets recover. Still, I'm very light on financials with only 1 bank stock - WB. I like the 8% yield. The rest of my equity positions are in energy, metals, mining, and international growth. Still, you have to love cash after the 5% thumping in all of the big commodity companies the past few days. There ain't no free lunch out there.

To: benwood who wrote (91818)	3/3/2008 7:49:46 PM
From: GST	Read Replies (2) \| Respond to of 110194

The question nobody wants to ask: What happens when the US dollar drops another 30 or 40% against major currencies? Deflation my a$$. Americans are going to learn the true meaning of living within their means -- and the means of the average American will not be a pretty sight to behold. Retirement savings? Forget it. Government debt? Watch it soar. The next "bubble" will be the stocks of global companies that seek global opportunity and the opportunity to exploit cheap US labor in pursuit of global markets. As for the housing market -- its over, its all over now -- sell it, walk away from it, do as you like, but don't kid yourself that your house is anything more than an expensive place to sleep.