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 Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Archie Meeties who wrote (131642)	7/2/2008 7:52:23 AM
From: ChanceIs	Read Replies (2) \| Respond to of 306849

>>>Need to think on this for a while and how to profit from it.<<< Moi aussi The answers for the last six months still apply: 1) Stay short the equities, 2) Sell calls against some bond ETF and avoid the interest payments due if short directly. They don't mean much now, but they will if you enter on the dark side later. 3) Debt was good to buy in 1980. We aren't there yet. 4) The commodity ride isn't over yet. Its due for a mid term correction. Once CALPERS gets in, you know its time to take something off of the table. I have heard stagnation denied. I have heard the Japanese Lost Decade denied. I think that they both apply. The debate over inflation vice deflation still rages. Some are starting to say that it will be a sequential phenomena: a) first inflation, then b) deflation. I like this thesis. I know we have the first part. We are already starting to see the second part. It need not happen in all sectors at the same time.