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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (40708)	12/19/2010 3:40:02 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

My concern is that the cracks in the bond market start to widen, there is the muni crash, the Euro troubles and finally some concerns about the sovereign AAA rating for the US. I think the bond market is the biggest bubble there is and certain asset classes that are anchored buy bone valuations (MLPs, REITS etc.) and have soared as well could go bust. The FED is extremely long bonds (through all the interventions, QE1, QE2...) and could sustain extremely high market to market losses if bonds falter. If this matters, I have a hard time telling but I don't see that we get paid for all this risk. The fact that almost nobody seems to care about this does not make the market less risky, imo. I agree that energy, large cap high tech and some regional banks are still good values, but those are exceptions.

To: Shane M who wrote (40708)	12/19/2010 8:20:35 PM
From: Madharry	Read Replies (3) \| Respond to of 78748

My holiday gift to all of you is that so far my unsophisticated technical indicators are bullish for stocks, silver and gold. this indicator turned negative in august, which i think it did last year too, and then turned back positive in september, and has been bullish ever since. i ended up reducing my slw position by only 10% as my sold $37 calls expired out of the money. Now considering that this is the 3rd year of a presidential election, and Bernanke's entire goal is not sending us into a depression what is the likelihood of monetary policy contracting this year? I am of the opinion that dollars will be worth less money in terms of commodities and stocks next year than this year. Anyone have an xmas list of bargain stocks to buy for the new year? I am putting visa and mastercard on my list .