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Pastimes : The Philosophical Porch

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To: Real Man who wrote (23041)8/3/2024 2:24:19 PM
From: Rarebird  Read Replies (1) of 24525
 
Inflation has already peaked. The threat is deflation.

As for my portfolio, I have done very well this year, in particular, over the past month.

If I remember correctly, I was the one who emphatically said that TLT bottomed and would rally to over $100 on this move while you were thinking of selling long Bonds. Ok, I was a bit surprised TLT went parabolic right away after my call.

The problem with you is that you are usually so acutely bearish that you don't realize that a portfolio can be set up where you make money in down markets.

And yes, I do think there is likely one more big rally left to reach my targets.

It is possible that the market has overreacted to the most recent economic data.

Two thirds of my portfolio is in income related stocks with high dividend yields that will hold up well in a downturn, how serious of a downturn, that I am not sure about. But I take life one day at a time.

I am a player who makes adjustments along the way.

I am no bag holder.
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