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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

This thread is neither bearish or bullish. This thread is about making money. Bulls and bears are welcome. Nobody will be banned for their views.

Definitions:

Bear Market: 6 months below market high-water mark or potential 12% drawdown peak to trough.

Short-term: Less than 2 months
Medium-term: 6 months to 1 year
Long-term: 1 year+

Tactics: Short-term ideas to generate alpha within a longer-term Strategy

Discussion Topics:

Macro and Micro Analysis

The macro analysis is pretty self-explanatory. The micro analysis includes individual investment ideas you may be considering and are appropriate for the board to discuss and vet: actual commercial/residential real estate propositions you are considering, private equity ideas, to name a few things.

Morons:

Moronic posts will be greatly appreciated. They provide relief to those of us who actually make money or who have original ideas.

Mission Statement:

If you want to talk about “conspiracies”, go somewhere else. If you get angry that the “market is wrong”, get the hell out of here. If you want to deride others who have made good investments, so long. Members of this elite club will give credit where credit is due, but be prepared to be respectfully “outed” if you’re wrong.

Hopefully within this framework, we can all make money. Let's see where this takes us.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Posted
1718	Thanks, I read through. Couldn't tell if Elroy was being facetious or not,	benwood	10/27/2014
1717	Martin Wolf been making the rounds on business talk shows thinks another financi	John Vosilla	10/27/2014
1716	They are thinking what they always think: just keep on shifting the wealth to t	benwood	10/23/2014
1715	I bet he is laughing all the way to the bank along with all the WS insiders. Be	John Vosilla	10/23/2014
1714	<ggg> Amazing! Did you enjoy your laugh?	benwood	5/18/2010
1713		andiron	3/9/2009
1712	All stars dead. Sigh.	Real Man	12/10/2008
1711	<<This is not your grandfather's recession. O wait..it is.>> LO	SouthFloridaGuy	9/9/2008
1710	in florida, you can safely stay away from real estate for another 1 yr.. why tak	andiron	9/9/2008
1709	<<Are you concerned the fallout of the banking crisis with the wealth effe	SouthFloridaGuy	6/29/2008
1708	Having grown up in the East Bay, I honestly do love the Bay Area the most. Unfo	SouthFloridaGuy	6/27/2008
1707	Well I guess if you're a LongIslandGuy, buying in the LI suburbs could make	XBrit	6/27/2008
1706	Yup, land value is negative in many cases. This has been the rule of thumb I use	SouthFloridaGuy	6/27/2008
1705	You are indeed correct. But most big money Wall Streeters prefer to live in Manh	SouthFloridaGuy	6/27/2008
1704	'A combination of soaring global demand and high energy prices has caused co	John Vosilla	6/27/2008
1703	Not saying finance is going to die just that so many are now feeling much poorer	John Vosilla	6/27/2008
1702	Last but not least, replacement costs... dallasnews.com	SouthFloridaGuy	6/27/2008
1701	One thing I look at for the future of RE and inflation is how rents are doing in	John Vosilla	6/27/2008
1700	I may add one more thing. We cannot underestimate the power of the Dollar. Pound	SouthFloridaGuy	6/27/2008
1699	Ultimately the prices get passed along once the dollar has depreciated enough.	SouthFloridaGuy	6/27/2008
1698	First, Long Island, especially as you get closer to Queens is severely land cons	SouthFloridaGuy	6/27/2008
1697	Is it a stretch to say if oil prices remain above $140 for a couple of more mont	John Vosilla	6/27/2008
1696	'My suggestion to all is put out lowball bids and see if you get hit. If y	John Vosilla	6/27/2008
1695	'With such a long period of weakness, he says, it's beginning to look as	John Vosilla	6/27/2008
1694	Yes, that's true and it's a great point. But if you reread my post, I	SouthFloridaGuy	6/27/2008

Go to reply# or date (mm/dd/yy):