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To: deeno who wrote (6334)1/29/2014 3:09:50 PM
From: Cautious_Optimist  Read Replies (1) | Respond to of 6370
 
I used to believe in market timing, and I don't anymore. Its just theo looking forwards.

Its also a market of stocks, unless you go Bogle (the Vanguard index fund icon, not the wine.)

Dynamically hedging is always a good strategy. But I don't know if shorting HD for example would be as good as shorting a weaker competitor in their space, that might also fail in a bull market, like LOW. But there is the M&A prospect to factor - vs. HD.

Even if the averages fall, there are constant bull/bear plays.

Hedging is about value and risk; and strategies need to evolve - what worked in 2008-9 is not what will deliver the best ROI in 2014. IMHO.

This market could be a falling knife, OR it could be a winter correction and opportunity. There are plays that can grow in both worlds. THAT'S the part that requires work.