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


To: Grommit who wrote (48041)5/18/2012 11:50:47 PM
From: Spekulatius  Read Replies (1) | Respond to of 78708
 
Grommit, we had one apocalypse every time from May to October -2010,2011,2012. This year seems like the same Spiel again, at least that is what I am betting on.

I am taking the opposite approach due to this possibility:http://www.nytimes.com/2012/05/18/opinion/krugman-apocalypse-fairly-soon.html?_r=2&ref=opinion



To: Grommit who wrote (48041)5/19/2012 11:44:11 PM
From: Sergio H2 Recommendations  Read Replies (1) | Respond to of 78708
 
My thoughts are that the market was over bullish to start the year, mostly on fear. We have seen profit taking ending the first third of the year. New fear. Now we resume course is my thinking. I base this opinion on the broad sell off regardless of sector or fundamentals.

I pretty much have held my portfolio through this sell off and have only lost profit so I will be looking to re-balance if I am wrong. Here's my basic portfolio.....

finance.yahoo.com

FWIW, I followed you into INN and STAG.