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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (147943)	3/25/2011 10:40:41 PM
From: wallshot	1 Recommendation Respond to of 206089

Thanks for the welcome. [url]http://siliconinvestor.com/readmsg.aspx?msgid=27263724[/url] I have a pretty pessimistic outlook and still consider myself fairly undisciplined when looking at charts. I am still sticking to my comfort area of looking around until I find when I think something is cheap(er). I don't have any in depth knowledge or strong opinions on any of your shorts so don't take any of this too seriously. Airlines and Semiconductor Equipment companies always look like that guy that mooched lunch money in high school to me. I haven't studied any companies in their area, packaging, but it is a manufacturing step that can be profitable for assembly/test houses where as test is not. I think the equipment group as a whole is very risky as orders will disappear fast if inflation takes away consumer's free cash. On NFLX, I'd be surprised if they get overtaken in DVD and online content since they are in both of those markets and stable with the Mom market. I think they are more likely to go drop because they are overvalued as a sexy stock pick that got there via momentum than due to financial performance. However the long term trend is still up. For bonds, I am still trying to educate myself on what some of these funds will do myself. I lean towards muni's as being slightly more risky than US Govt. disclosure: My money is currently in descending order of apprehension metals, Asian currencies, total stock market and bond market funds. I am currently an inflation bull and am weary of companies/investments that take the first hit when more money goes to buying tomatoes than people are planning.

To: Jacob Snyder who wrote (147943)	4/4/2011 7:53:05 PM
From: Jacob Snyder	4 Recommendations Read Replies (1) \| Respond to of 206089

ratio of stocks to oil prices: For the last 2 years, the ratio of the S&P 500 to the price of oil has been constant. Both oil and stocks went up together. Recently, this has broken down. Oil is still going up, but stocks have stopped going up at the same pace. This is a warning sign, that high oil prices are hurting the economy. If I used Brent prices, the recent relative under-performance of stocks would be greater. disclosure: I am now 70% cash, the highest cash position I've had since mid-2008.