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Strategies & Market Trends
SiliconInvestor All Stars Forum
An SI Board Since February 2007
Posts SubjectMarks Bans
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Emcee:  SouthFloridaGuy Type:  Moderated
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893I don't know what needs to be adjusted globally Dale. Interest rates too lowJohn Vosilla6/21/2007
892What exactly needs to adjust in the global system? The US housing bubble is one Dale Baker6/21/2007
891'With that said, the housing market is f*cked for the next 12 months.' John Vosilla6/21/2007
890Things were not awful in 2002 for the economy as a whole. It was awful if you weSouthFloridaGuy6/20/2007
889So the world today is a wonderful place but things were just so awful in 2002 ifJohn Vosilla6/20/2007
888My portfolio reads like something from 1999: CSCO, INTC, MSFT, QCOM, gotta love SouthFloridaGuy6/19/2007
887Nope - if you want that you have to go to the Melodrama 101 class down the hall.Dale Baker6/19/2007
886What? You mean hyperinflation and/or deflationary depression isn't coming yeSouthFloridaGuy6/19/2007
885Hallmarks of a bear market <g>SouthFloridaGuy6/19/2007
884Notice GE technical break out to the upside today! You were right! WTG. MSFT woJim McMannis6/19/2007
883Is the economy really that much better today than say January 2005 or May 2006 aJohn Vosilla6/19/2007
882I agree with +6% assessment, however, rates may very well go 7%+ b/c of global gSouthFloridaGuy6/18/2007
881Frankly,what really has changed ?Fiscally Conservative6/18/2007
880Much of the economic "debate" on SI is on a par with counting how manyDale Baker6/18/2007
879'..Many on this and other threads have called for a deflationary turn for thJohn Vosilla6/18/2007
878'10 year is far from 7% so we'll revisit when it gets there.' None John Vosilla6/18/2007
877That's right. But the 10 year is far from 7% so we'll revisit when it geSouthFloridaGuy6/18/2007
876RE:"We get tons of distressed deals due to all the stupidity during 2004-05Jim McMannis6/18/2007
875I agree. The steepening of the yield curve is a positive thing. Less chance of Jim McMannis6/18/2007
874Ahhh, I see, so you're using the broken clock analysis.SouthFloridaGuy6/18/2007
873That's right. People are calling the yield curve move a "bear" steSouthFloridaGuy6/18/2007
872'Over all, things are returning to a more normal investing environment. BesiJohn Vosilla6/18/2007
871Well at 4.5% 10 yr the risk free multiple is 22.2. At 7% the multiple drops to John Vosilla6/18/2007
870Yes,I am still sticking with my call. If they continue to run these markets in Fiscally Conservative6/17/2007
869Healthy earnings outlook may lift stocks By Cal Mankowski 1 hour, 39 minutes agJim McMannis6/17/2007
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