After this weeks market action, it actually turns out that you might one of those 99% pundits that holds a bearish stock / bullish bonds view, and as long as "pundits" like you remain perma-bears, your short bets will keep getting squeezed. The bear market will start soon... most likely when "pundits" like you start talking bullish talk. It would be good if you stick around, so I know when to sell! =]
Pej, I've been following Tiho's blog for a while now: He has been right on his thinking processes about 95% of the time.
From long Silver at $20 to shorting High Yield Junk Bonds at their recent highs and then recommending to buy them back at the bottom, going Long Sugar and the Canadian Dollar, Long Muni Bonds during their 'bankruptcy' scares and more recently Shorting Treasuries and expecting a bounce back in equities.
I checked out your blog and you seem to have a "this time is different" mentality mixed with conspiracy theories backed up by Bloomberg News and Yahoo Finance... Maybe you should do some extra research.
Please don't tell me you believe these forecasts are realistic?
ReplyDeleteI'm not as bearish on stocks as I am on Treasuries.
ReplyDeleteyou're on the same trade as 99% of market "pundits"
ReplyDeleteAfter this weeks market action, it actually turns out that you might one of those 99% pundits that holds a bearish stock / bullish bonds view, and as long as "pundits" like you remain perma-bears, your short bets will keep getting squeezed. The bear market will start soon... most likely when "pundits" like you start talking bullish talk. It would be good if you stick around, so I know when to sell! =]
ReplyDeletePej, I've been following Tiho's blog for a while now: He has been right on his thinking processes about 95% of the time.
ReplyDeleteFrom long Silver at $20 to shorting High Yield Junk Bonds at their recent highs and then recommending to buy them back at the bottom, going Long Sugar and the Canadian Dollar, Long Muni Bonds during their 'bankruptcy' scares and more recently Shorting Treasuries and expecting a bounce back in equities.
I checked out your blog and you seem to have a "this time is different" mentality mixed with conspiracy theories backed up by Bloomberg News and Yahoo Finance... Maybe you should do some extra research.