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Hi Casooner,
At the present time, I don’t have any buy and hold stocks, except for a little bit of stock in Apple, 20 whopping shares.....lol.
The manufacturing index continues to fall, and capital movement velocity is in scary territory.
Without some real new capital creation, I think stocks are just too risky as buy and hold. I personally see the recent gains as a product of money supply intervention by the government, and not from fundamental profit gains by corporations in general. Just a mini bubble, similar to the giant equity value bubble of 2003 to 2007.
I managed to make some nice returns since late 2006 by shorting the financials, and purchasing commodity options during the run up. I was too chicken to buy futures. My accountant performed the actual trades for me, through his broker affiliate. I trust him more than any broker.
Dumped all the commodities except gold in early August.
The commodity gains,...
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