| To: LLCF who wrote (4489) | 6/7/2001 8:22:15 PM | | From: TobagoJack | | | | Looks like they are getting more decent by the day:0)
More seriously, do not know because I do not know them until you mentioned, and will check on the holdings. Do not want telco bonds, as the implosion just got started.
Chugs, Jay |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Les H who wrote (4448) | 6/7/2001 8:28:36 PM | | From: TobagoJack | | | | | Hi Les, To keep history alive, for the convenience of future digital archeologist, perhaps we should just keep on going with this thread? Chugs, Jay |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: TobagoJack who wrote (4439) | 6/7/2001 9:04:14 PM | | From: Maurice Winn | | | | <The thundering herd is going one way. I see Pezz and Maurice in its midst, euphoric, like in the days of old.>
Well, you'd better fire up the barbecue if you think that. But it's always amusing when people put me in a herd because it's the place I am most uncomfortable. I prefer to avoid a herd, even if the herd gets the new pasture and I have to scratch out a living in the hills.
<Again, as in March, be careful, because you are dancing with Maria, Abby, and Mary, and we are sipping drinks with Grossman, Buffet, and, oh, all them insiders, amused.> I do like female company. I'll leave you, Grossman and Buffet to sip drinks and grouch about the silly people having fun ... [who is Mary and I suppose Maria is the CNBC woman? - I don't receive CNBC. I guess Abbet is Abby Cohen.]
<Cash can make all the difference that freedom of timing selection can bring>. True, but very low margin levels give purchasing power too.
<The absolute downside to cash is more knowable over any period time than equity.> and both are zero. But at zero, there will a lot more wrong too! There will be guns in the street and a lot of executions being prepared.
<Some choose to risk the certain so as to take advantage of the uncertain.>
There is nothing very certain in the human monkey cage. I think productive, creative energy and the companies which have that are the most certain place to invest. But as you say, the music of the markets changes the mood and makes good and bad times to buy, or borrow, or lend, or sell.
Mqurice |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: pater tenebrarum who wrote (4482) | 6/7/2001 9:15:03 PM | | From: Ilaine | | | | | Well, it does turn up with great frequency on anti-Semitic websites, which also inform us quite solemnly that the same Rothschild funded Adam Weishaupt and the Illuminati. I'm going to consider it spurious until proven otherwise. |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: Mark Adams who wrote (4485) | 6/7/2001 10:01:34 PM | | From: pater tenebrarum | | | | | well, it depends...the yield spread between TIPS (inflation-protected bonds) and 'normal' t bonds is once again declining, which is a gauge of diminishing inflation expectations. if the proponents of a beginning K-winter are right, we could enter a phase of outright deflation, in which case govt. bonds would definitely be a great investment. just look at Japan...the return on JGBs since 1990 has been very impressive (of course that's now another bubble awaiting breakage). |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Maurice Winn who wrote (4493) | 6/7/2001 10:03:52 PM | | From: TobagoJack | | | | <<[who is Mary and I suppose Maria is the CNBC woman? - I don't receive CNBC. I guess Abbet is Abby Cohen.]>>
Meeker, the queen of Morgan Stanley's Internot cafe :0)
Chugs, Jay |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Maurice Winn who wrote (4488) | 6/7/2001 10:14:18 PM | | From: pater tenebrarum | | | | <<Saving can be done by way of share ownership. >> that's investing, not saving. i know it is nowadays popularly confused, but it is really not the same thing.
i agree that the printing is a sort of hidden tax, but it has more implications than just that.
<<Deflation is generally considered bad.>> one wonders why? price deflation is great fun for the consumer.
<<So they always print enough to keep a very slight inflation rate. Most people are unaware of just how big a scam that is. >> very true!
<<Our job as investors is to understand these scams and own money or shares or something else to benefit from the outcomes. >>
i agree wholeheartedly. |
| | Booms, Busts, and Recoveries | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (2) |
|
| |
