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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (45543)	11/17/2011 3:45:55 PM
From: J Mako	Respond to of 78476

Clownbuck, How to play it?

To: Spekulatius who wrote (45543)	11/17/2011 3:57:32 PM
From: Grommit	Respond to of 78476

a good doom & gloom article: nytimes.com “The current policy of lending plus austerity will lead to social unrest,” Mr. Connolly told investors and policy makers at a conference held this spring in Los Angeles by the Milken Institute, arguing the case that Greece, Italy, Portugal and Spain could not simply cut their way to recovery.

To: Spekulatius who wrote (45543)	11/18/2011 4:01:41 PM
From: MCsweet	1 Recommendation Read Replies (1) \| Respond to of 78476

Clownbuck, To me, your positions seem contradictory, at least in the short term. If an Italian bank goes down or some other bad European event, don't you think the dollar would rally significantly versus the Euro and other currencies? For that reason, I don't see a big need to bet against the dollar. The dollar is already inversely correlated with equities right now (which I own) on concerns of a worldwide meltdown. Long-term the dollar may be overvalued, but I don't believe that comes in focus until Europe sorts out its mess. MC