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Strategies & Market Trends
SiliconInvestor All Stars Forum

An SI Board Since February 2007

Posts	SubjectMarks	Bans
1718	52	0

Emcee: SouthFloridaGuy	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Posted
918	One of the ultimate broken clocks on SI: Message 23638819	Dale Baker	6/27/2007
917	Housing was balanced back then. Today it is a mess. Many other sectors seem to	John Vosilla	6/25/2007
916	Housing was flat back then because the cost of capital was high. Good fundamenta	SouthFloridaGuy	6/25/2007
915	Housing in most areas had been flat to perhaps slightly up from 1989-2001 and wa	John Vosilla	6/25/2007
914	John, you've brought up 2002 a number of times. I think that rather than foc	SouthFloridaGuy	6/25/2007
913	Maybe inflation is here, maybe it isn't. Market based approaches to measurin	SouthFloridaGuy	6/24/2007
912	7% is stil very low historically. Equities could still do well with higher int.	$Mogul	6/24/2007
911	I have long said that if you find a good investment, invest (and lever it up if	SouthFloridaGuy	6/22/2007
910	Speaking of doom and gloomers, there was good article on Barry Ritholtz's bl	SouthFloridaGuy	6/22/2007
909	I don't think he was pointing at me but the eternal doom and gloomers out th	John Vosilla	6/22/2007
908	'They want to say housing bust=consumer bust=credit bust=market bust. The	John Vosilla	6/22/2007
907	>>Cash flow always rules in the long run.<< Yes, as long as the com	Rarebird	6/22/2007
906	<i>"I know the SI armchair economists dictated that it must be so, bu	No Mo Mo	6/22/2007
905	Some data points: Leading Indicators Suggest Growth Mid-Atlantic Manufacturing	Dale Baker	6/21/2007
904	Couldn't have said it better myself.	SouthFloridaGuy	6/21/2007
903	When the hot money is running into large caps with PE's under 20, the downsi	Dale Baker	6/21/2007
902	'Unlike real estate bubbles, consistent stockpicking and loss management wor	John Vosilla	6/21/2007
901	We agree more than we disagree most of the time. And I am a Buffett-style stockp	Dale Baker	6/21/2007
900	GE has to hold about 38.15. Intel is OK but AMD getting the Recs today and up 5.	Jim McMannis	6/21/2007
899	Yeah XLF breakdown is worry some. I hold my longs if Intel and GE can hold their	John Vosilla	6/21/2007
898	Dale I follow charts more than anything. Try to ride a fundamental story or too	John Vosilla	6/21/2007
897	It's just the broken clock again - the markets are wrong until they meet som	Dale Baker	6/21/2007
896	Market all over the place today. Waiting for some new leadership to power it up?	Jim McMannis	6/21/2007
895	'I'll remain skeptical that a few hacks at their PCs know more than the	John Vosilla	6/21/2007
894	There is no real estate downturn in London and Hong Kong, Boston has certainly s	Dale Baker	6/21/2007

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