SI
SI
discoversearch

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 : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: marcos who wrote (149096)2/26/2009 10:40:23 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 313653
 
Yes two things ... I'm not bashing gold here... so folks understand.. just being a realist.. I didn't anticipate this rally to be sure.. and was short gold too long.. but think lots that were in, were in because of the inflation idea.. I just happen to think 1) we don't collapse... we grind for what seems like forever.. 2) inflation is a ways a way..

We are in the transition I've believed in and spouted for a long time.. The US is not going away but will not be the only game in town.. It doesn't have to lead us out.. but total decoupling ? No way.. I do look east for leadership... because it will be collateral benefits (as opposed to damage :O) that helps us out of the malaise which is here for a while.. which I still am big on yield... where I think it can be maintained.. Yes I like LB also but own none presently.. Hey I'm from Montréal and as we all know Québec sait faire ;o)

TBS



To: marcos who wrote (149096)2/27/2009 2:25:44 AM
From: Cogito Ergo Sum  Respond to of 313653
 
Ya know M, posting to you always makes me too introspective ;O)
Just got off walking the doggies.. chasing off the local coyote LOL.. It won't be eating my doggies..They actually scare it..

Anyway a full hour of Lightfoot and I feel fine :o) Although I do believe Roberta Flack's version of the First Time is the best not Gord's..His voice doesn't cut it on that one.

but you can't hop a jet plane like you can a freight train... and heroes often fail

TBS



To: marcos who wrote (149096)2/27/2009 11:14:57 AM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 313653
 
closed my HED this AM for HGD.. again tight stop..
siliconinvestor.com