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 : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (104996)	11/29/2009 10:56:32 AM
From: SouthFloridaGuy	5 Recommendations Read Replies (5) \| Respond to of 116555

Look, we get it. Doom and gloom sells. You were bearish at 666 and you're bearish today. YOU'RE ALWAYS BEARISH so whenever market falls, you can say "I told you so". Your analysis has more holes than swiss cheese and you completely fail to recognize that there has been tons of money to be made in global risky assets. In short, your analysis is 100% US centric which misses the forest from the trees. You've never mentioned that most global real estate is making new highs. Therefore you have been wrong if you take a globalized view of real estate prices. In fact you derided Peter Schiff for that very same view, which by the way, happened to mark a very good bottom for markets. Hey, I can link too! globaleconomicanalysis.blogspot.com Right now you're a good contrarian indicator, Mish, from a trading standpoint. I suspect your vitriol towards me, which was unprovoked by the way, is a result of harassment you may be getting from others with regard to your stance. To me, that means that the best gains may be in for a while. I've repeatedly stated that I believe your secular deflationary thesis on the United States is CORRECT, but that it's meaningless in terms of making money and in terms of a globalized view of the world economy and the idiosyncratic inflationary pressures faced by Emerging market countries. Where were you when the Aussies raised rates and how can you say that has no bearing on what is going on in the global economy of which by the way cities like San Francisco, New York, London, Hong Kong, are very much a part of? thefrontsteps.com rics.org That's why real estate is recovering in a big way in the prime areas much to the astonishment of the bears.