Investment

» dave57 - Re-consider...

In response to Re-consider... posted by allancoleman:

Speaking of Mr Taleb, yesterday I came across a video interview with him by a website called Wall Street Reporter. It's about a 10-15 minute interview. He's probably been my favorite guest that Bob Brinker has had on his show. Here's the link to the interview,

http://www.wallstreetreporter.com/videos...

-- posted by dave57

» Normxxx - Re-consider...

In response to Re-consider... posted by allancoleman:

I think you really timed the RE market to a T! It looks like we will be lucky if the RE market just moves sideways over the next 5 - 10 years (assuming the usual 3% pa inflation). I doubt stocks will do much better; the only thing looking good is commodities and PM— but you need a strong stomach for the swings. If the US market craters in the fall (as usual), EM should also crater, and that should present a major buying opportunity— but you have to be nimble, these markets have a tendency to drop like a rock based on local as well as global events.

I am still expecting a (mild) recession late this year or early next. That should be the time to load up on commodities.

But remember; by 4Q 2009, things are still looking like a major down turn.

Normxxx    
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The contents of any third-party letters/reports above do not necessarily reflect the opinions or viewpoint of normxxx. They are provided for informational/educational purposes only.

The content of any message or post by normxxx anywhere on this site is not to be construed as constituting market or investment advice. Such is intended for educational purposes only. Individuals should always consult with their own advisors for specific investment advice.

-- posted by Normxxx

» allancoleman - Re-consider...

In response to Re-consider... posted by dave57:

WOW , Dave . really appreciate your link and i know Norm will too when he returns over here to reply to my post .

thoroughly enjoyed Taleb's second edition of " Fooled by Randomness - the Hidden Role of Chance in Life and Markets " . hope his new book , " the Black Swan : the Impact of the Highly Improbable " , scheduled to be released April 17 , 2007 , is as good .

-- posted by allancoleman

» allancoleman - Re-consider...

In response to Re-consider... posted by Normxxx:

yes , i was lucky ( random ? ? ) with my coin toss on real estate . started selling it shortly before i retired in 2000 . let most of it go over the last 8 years or so for prices less than i might have gotten a few years later but got mostly " ten baggers " ( made ten times what i paid for it ) over what i paid for the stuff 20 and over thirty years ago . all of the rentals were rented out for decades and had paid for themselves several times over through tax deductions and rent rolls . plus the rents collected , since i owned it all debt free - no mortgages or payments , paid for additional property purchases . and the taxes on the raw land was cheap and still is .

but i certainly wouldn't want to attempt the same trick in this current day real estate market . i'm not buying any real estate now . it's all sales now . and i'm too long in the tooth to want to buy more when the bottom falls out and be around to sell it later in the next real estate boom cycle . and there will be one .

-- posted by allancoleman

» bob90245 - Please remove the "No Title" thread

Hi Kirk,
.
I tried to start a new thread but forgot to put the title.

http://investment.suite101.com/discussio...

So please remove the "No Title" thread. The right thread to keep is the "Reutergate" thread.

Thanks,
bob90245

-- posted by bob90245

» runner26 - liquids and gels

In response to Oil Down $2.35 to $74.38 posted by Kirk:

Any good names for companies that make scanners that can detect liquids and gels?

Guys will be lined up for the job of detecting the water/gel bras. What are they going to do, puncture them before they allow women to board? This could definitely "deflate" high end bra sales.

Not to be outdone, Victoria's Secret returned fire with the Natural Liquid Miracle Bra, featuring liquid-filled inner pockets that promise ultimate cleavage and the addition of a "full cup size." For maximum impact the company enlisted curvaceous lingerie model Heidi Klum to personally deliver the April shipment to its Manhattan store.

This month, Ultimo "The Ultimate Bra" advanced into Saks Fifth Avenue stores with a patented top-secret gel sewn into each and every cup. Ultimo claims to out-natural The Natural, promising the most natural look and feel of any of any push-up in lingerie land.

-- posted by runner26

» permabear - Oil Down $2.35 to $74.38

In response to Oil Down $2.35 to $74.38 posted by Kirk:

Oil drops over $2.00 because of a foiled terrorist attacks. The thinking is that less people will fly and that will reduce oil demand? IMO this was a complete over-reaction to today's events. Yesterday oil inventories were down. We've lost a good percentage of American oil production with the BP pipeline down. We are entering the heart of the hurricane season. I'll stick with T. Boone Pickens prediction that oil is going to $80 before its going to $70.

-- posted by permabear

» jjMcCoy - liquids and gels

In response to liquids and gels posted by Kirk:

Are women about to be subjected to truth
in advertising? Would the fairer sex opt
for terror over same? How about Burkhas
like the Taliban urge?

-- posted by jjMcCoy

» allancoleman - Market Likes PPI Data - Sign of low inflation

In response to Market Likes PPI Data - Sign of low inflation posted by Kirk:

ouch on the 4.94% Ten year treasury yields . don't think i'll be buying GNMAs today .

-- posted by allancoleman

» allancoleman - re: GNMA Buys

In response to re: GNMA Buys posted by Kirk:

Capt. Kirk ,

Thanks for your permission to add your GNMA purchase at $9.93 a share to my next " For the Record " thread on our GNMA forum . and thanks for the free sample of your email issue of your newsletter .

-- posted by allancoleman