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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: dvdw© who wrote (86197)	1/22/2012 3:44:15 PM
From: RJA_	8 Recommendations Read Replies (1) \| Respond to of 217917

DVDW: I generally do not care what you write as I mostly ignore it, and keep my opinions to myself re other posters. But now I think you are entitled to a little feedback: I have never in my life seen more worthless, useless posturing bs than that posted by you here (all of it). I do not believe I have seen even one of your posts that provided insight or useful actionable information. Haim, on the other hand provides useful and insightful information, and even though I may disagree with his views at times, I always read them. It would be interesting to compare your net worth, or investment success or lack of same. Not possible of course, no way to verify, but I have no doubt as to who would be ahead.

To: dvdw© who wrote (86197)	1/23/2012 5:25:18 AM
From: Haim R. Branisteanu	1 Recommendation Read Replies (1) \| Respond to of 217917

Sorry dvdw, but could you explain in plain English what you mean? In any case my point was that at the time stocks seemed to me as overvalued on a fundamental basis, and wanted to prove my point based on a longer term time span representing the pricing of some very aggressively promoted "investment themes" by WS which for all purposes failed to live up to the investor expectation even that certain companies still have a very sound business. True that since stocks representing equity valuation of a company transcended into a more "option like proxy" of anticipated business by those promoting the company and an arbitrage with the underlying interest rate. It is my personal observation that growth of the pension fund industry and the perception that profits at businesses grow faster than a country GDP brought about the notion of valuation based on future prognostication with complete ignorance of the developments of new technologies and preferences of the consumer at large which drives demand for a certain product. A classic example now is Google and Apple and before that the pharma companies, or Cisco and Intel which where the darlings of WS. If your intention was to make a point that all I write is hubris then best luck to you and there is no obligation to read what I posts and you are welcomed to put me on ignore.