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thisisatrickyone...timingisonedaytooearly,pronetobadnews,[
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鼠夾,youareobviouslyoneexceptionalinvestor,youunderstandthosetechnicals,youunderstandboththeminiandthemacrotrends,youunderstandthespikesarefortakers,youunderstandthevalueoftimewhenoneisridingtherightwaves,Igotyouhugecreditsforallofthose,yourcommentsregardingtradingversusothermoreproductiveactivitiesarealsoofmerits,buttherearethingsyoudon'tunderstand,apparently,theveryfirstishumanity,tounderstandan...[
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havesaidthisafewtimesbynow...thenotionofinflationasariskhasbeenrejectedimho,whilerecessionis,[
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isloominglargeonmarket,1)defensiveplayslikeJNJRSRGYBUDPGetcatorclosetonewhigh,2)HDLOWCOSTatorclosetonewlow,Fedhasneverre-raiseafterpausing,thistimeprobablywillnotbeanexception,[
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let'sgiveXiongsomecredits,hesaidmanythingsfulloftradingwisdom.About1)darkness(depressedvalue)andbrightness(marketexcitementdrivenbygreed),2)bigtrend(hey,ifyoustickedwithgold,oil,USstockformostof2005andthenshiftedmostmoneytoChinastockundatendof2005,youaresomeoneveryveryspecialinmyeyes),3)moneymanagementforbigportfolio(thisissomething,honestly,maybenottoomanyofushereworrytoomuchabout,butwhounderstan...[
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like"location,location,location"forrealestate,"channel,channel,channel"forstocks,[
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vs.asmartguessofthebondmarketafewdaysago,marketwillpartyon,beforenextERwave,onthehopethatevenifarecession,itwillbeshort...[
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