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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: Bocor who wrote (257437)6/29/2010 3:22:35 PM
From: Skeeter BugRead Replies (2) | Respond to of 306849
 
>>a lot of lost opportunity, but at least not a lot of lost money.<<

if that's "bad" then that's pretty darn good.

gary's recent theme was limited (quality stocks only) rally possibility. he played it and was wrong. my guess the over all loss was minimal. i think his show was pretty consistent with that play.

my one concern with gary is that he uses GLD to trade gold - and i can see that imploding one day. i'd hate to see gary get blown up if GLD gets blown up (by the same folks who blew up the world economy).



To: Bocor who wrote (257437)6/29/2010 3:32:34 PM
From: patron_anejo_por_favorRead Replies (1) | Respond to of 306849
 
It has been a tough market. Staying out in '08 was a major victory for long term performance. A lot of professional managers got their heads handed to 'em on that.

Well, we'll see. He's said that if we undercut 1040 on the Spoos it's an unequivocal bear. So tonight's show should be interesting.



To: Bocor who wrote (257437)6/30/2010 4:09:18 PM
From: patron_anejo_por_favorRead Replies (1) | Respond to of 306849
 
BTW, I listened to Kaltbaum yesterday and he did admit to having a "couple" positions long that got stopped out, FWIW.

He's a pretty straight-shooter, I think, AFA his own record is concerned. He gets a little self-congratulatory from time to time, but that's human nature.