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Happy 4th Birthday Bull & Thank You Mr. Bernanke!
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À
08/03/2013 05:12:49
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Forum:
News
Catégorie:
Argent
Divers
Thread ID:
01567778
Message ID:
01567866
Vues:
36
>>Cramer - "we all know it's going to end badly, but in the meantime we can make some money"
>>http://www.zerohedge.com/news/2013-03-05/last-time-dow-was-here
>
>As the last time was in 2007, so just from "normal" inflation ~10% more should be possible,
>IMO a bit more as I believe inflation to be lower in consumables and housing as the other investment option having dropped in value.
>The trick clearly is to get out before summit is reached, so my estimate is another 5%. Your tip ?

I have no concrete prediction as to a further upward percentage as I lie firmly in the money-pumping is good for equities camp. My general prediction is that equities will continue to rise so long as rates are held near zero and QEx continues. I can read the tea leaves once they fall but I do not presume to be in the mind of the policymakers, thus I cannot predict "when" they will change course. I am letting my equity portfolio run yet I stand ready to liquify at a moment's notice.

My tip : Don't fight the FED. ;)

Note : I'm still haven't decided my post-liquification move. On the one hand tightening should see a rise in USD value thus cash could be king, however, the risk of inflationary pressure suggests solid assets are the better repository. Thoughts?
Wine is sunlight, held together by water - Galileo Galilei
Un jour sans vin est comme un jour sans soleil - Louis Pasteur
Water separates the people of the world; wine unites them - anonymous
Wine is the most civilized thing in the world - Ernest Hemingway
Wine makes daily living easier, less hurried, with fewer tensions and more tolerance - Benjamin Franklin
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