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Strategies & Market Trends
Portfolio Construction
An SI Board Since December 2005
Posts SubjectMarks Bans
1964 37 0
Emcee:  Paul Chiu Type:  Moderated
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16892000, 1987, 1973. Each was different. In '73 stocks and bonds were both toasSam Citron-9/22/2008
1688looks like the dollar is getting the crap kicked out of it as many start lookingPaul Chiu-9/22/2008
1687In the 2000 melt down, stocks and bonds were inversely correlated. As the price stock bull-9/22/2008
1686<i>I've never seen a market like this. Stocks, bonds, cash, housing, cSam Citron-9/22/2008
1685Good letter, Nancy. It raises some excellent points. Here's Tom FriedmanSam Citron-9/22/2008
1684Hi Sam, I've never seen a market like this. Stocks, bonds, cash, housing, cstock bull-9/22/2008
1683Bull, You were right. Glad I unloaded all my financials early this morning befoSam Citron-9/22/2008
1682paul, Thanks for the explanation. Anyone who doesn't agree with the bail-oNancy-9/22/2008
1681nancy it's an index i constructed that allows for easy comparison with the Paul Chiu-9/22/2008
1680Is this real portfolio or is this some sort of calculation to represent a snapshNancy-9/22/2008
1679latest top 50 in chiu index and complete sequential counts. chiuindex.blogspot.Paul Chiu-9/22/2008
1678By looking at the history of certain events, you can forecast the future with odstock bull-9/20/2008
1677Predicting the direction of one day moves in the stock market is similar to predSam Citron-9/20/2008
1676Given the run up we've had over the past few days, I suspect that Monday maystock bull-9/20/2008
1675Returns on cash are not that great these days, but they have been superior to moSam Citron-9/20/2008
1674<SEC staff will recommend commissioners approve a rule to grant a permanent eKeith Feral-9/20/2008
1673"Market makers account for 44 percent of the options contracts traded in thSr K-9/19/2008
16726:18 PM and options data is not posted. spreads were so wide today, they lookeSr K-9/19/2008
1671from a 10 year of 1.25% yesterday to over 3.30% today, i dearly hope you were oPaul Chiu-9/19/2008
1670I think that as the great unwashed masses read their newspapers this weekend theSam Citron-9/19/2008
1669you and i are much the same, sam. i dearly hope you are right as it is becomingPaul Chiu-9/19/2008
1668Thanks for the clarification. By the way, my experience with the markets supportstock bull-9/19/2008
1667I'll take those financials off your hands, Paul. And I will take the homebuiSam Citron-9/19/2008
1666Paul, Manhattan real estate may be perpetually overpriced. When I worked on WalSam Citron19/19/2008
1665i hope you're right about the consumption part as after i rid my portfolios Paul Chiu-9/19/2008
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