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Strategies & Market Trends
Investing during a Bear Market

An SI Board Since November 1997

Posts	SubjectMarks	Bans
226	9	0

Emcee: Bearded One	Type: Unmoderated

Introduction Compact

Recently, there have been many indications that we are about to enter a bear market. High P/E's, overcapacity as exemplified by recent layoffs by Kodak and Levi Strauss, turmoil in Asia--- what are we to make of all this? This may all blow over...but what if it doesn't?

I'm interested in both macro-economic discussions and investment strategies based on them. What industries or companies survive best in an overinflationary environment? What if we enter an era where a P/E of 12 is looked on as speculative? Are we supposed to take our money and just buy treasury bonds for a while? Can we short stocks when there are no buyers?

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Reply	Message Preview	From	Recs	Posted
226	Greg: You are assigning to me too much "market wisdom", I wish I had	Zeev Hed	-	11/19/1997
225	Zeev, on another thread you mentioned your strategy of selling in-the-money lon	Snowshoe	-	11/19/1997
224	Trufflette, IOM looks like one of the few bright spots in the "bodies litt	Zeev Hed	-	11/19/1997
223	OT: Not that easy. BTW, read the current 10-Q section about Gross Margins.	Bearded One	-	11/17/1997
222	B.O. Looks like your threadmaster on Big Kahuna is looking to go long IOM. T	KM	-	11/17/1997
221	Appreciate your input, very good as usual. We are in agreement with regard to	studdog	-	11/16/1997
220	Hi Karl! First, a link: members.aol.com Lots of information here, especially	Tommaso	-	11/16/1997
219	I have a timing problem with your numbers. I would think that you want forward	Bearded One	-	11/15/1997
218	To all: This is a long post but I would appreciate all of your input.	studdog	-	11/15/1997
217	Hi Volunteer,>>Do you adhere to his strategies? Yes and No. During the l	Joan Osland Graffius	-	11/15/1997
216	Hi Vol, Don't know what Joan will say, but stan's book has been a good	Joss	-	11/15/1997
215	Joan, Re: Weinstein's book Have now read most of his book that you rec'	Vol	-	11/15/1997
214	Tommaso: You state:<i> > I think it would be best if you sold all you	uu	-	11/14/1997
213	Generally the use of the word "idiotic" to describe something indicat	Tommaso	-	11/14/1997
212	Tommaso: You state: > <i>Did you notice that he accused me of being o	uu	-	11/14/1997
211	Richard,>>"the DOW has broken its 150 day moving average " >	Joan Osland Graffius	-	11/14/1997
210	I was trying to explain earlier why I did not think that outright advice to sel	Tommaso	-	11/14/1997
209	"the DOW has broken its 150 day moving average " As it has three tim	Richard Estes	-	11/14/1997
208	Richard, >I haven't seen anything for me to call a bear market. You are	Joan Osland Graffius	-	11/14/1997
207	Richard, >>There are many ways to play the game. You are correct. Have	Joan Osland Graffius	-	11/14/1997
206	"What I do not understand is why people buy companies that are not number	Richard Estes	-	11/14/1997
205	correct. I haven't seen anything for me to call a bear market. At this poi	Richard Estes	-	11/14/1997
204	Richard, >>You will pay uncle sam someday or your heirs will. Taxes won&#	Joan Osland Graffius	-	11/14/1997
203	Actually, Richard, your heirs don't pay the taxes. The cost basis is at tim	Tommaso	-	11/14/1997
202	The advice I gave was for Addi, given what seemed to be his situation and his v	Tommaso	-	11/14/1997

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