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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (70925)	1/3/2009 1:48:49 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 74559

I am concerned that the widely expected 1Q rally will be canceled Having trouble with that one myself.. A long process of personal balance sheet repair is in order... which slows down mostly all else.. And then tj says any reach for yield can be fatal. ooops.. I need to recheck my plan... I have lots of yield.. but it's based mostly upon folks getting sick (not pharma), infrastructure, junk bonds and some Canadian and one European financial.. and one hedged MLP (about 3% position), pipelines, power gen... Oh and no one position is a showstopper..