Are you more risk averse now?

[Bubblesitter]

Fiscal stimulus is one way to get things going. However, if govt has to step in an guaranteee Fannie and Freddie it is only gonna constrain further spending beyond that.

I’ve been trying to derisk and find places to park cash. I’m continuing to increase gold holdings (via ETFs) and I’ve done well with gold in last couple years. I will be liquidating a bunch at some point to buy a house.

All other areas of “cash” are more risky in my eyes
. The Dollar has been hammered the past year, and will probably continue to decline. If you have owned Euros or Loonies you have done very well.

When someone says they are now in “Cash”, I try to ask some questions….

Is your cash parked in an FDIC-insured institution?

Is your cash in money market funds?
http://www.fool.com/personal-finance/sav…

Is your cash parked in a 5year CD? If inflation (stagflation like the 70s) rears it’s head, you are locked in a CD with a poor rate of return on top of a weakening dollar.

I’m still keeping some cash in short term CDs, the spread in the 6 month vs 5 year is still pretty small.

Bubblesitter

[Bubblesitter]

Fiscal stimulus is one way to get things going. However, if govt has to step in an guaranteee Fannie and Freddie it is only gonna constrain further spending beyond that.

I’ve been trying to derisk and find places to park cash. I’m continuing to increase gold holdings (via ETFs) and I’ve done well with gold in last couple years. I will be liquidating a bunch at some point to buy a house.

All other areas of “cash” are more risky in my eyes
. The Dollar has been hammered the past year, and will probably continue to decline. If you have owned Euros or Loonies you have done very well.

When someone says they are now in “Cash”, I try to ask some questions….

Is your cash parked in an FDIC-insured institution?

Is your cash in money market funds?
http://www.fool.com/personal-finance/sav…

Is your cash parked in a 5year CD? If inflation (stagflation like the 70s) rears it’s head, you are locked in a CD with a poor rate of return on top of a weakening dollar.

I’m still keeping some cash in short term CDs, the spread in the 6 month vs 5 year is still pretty small.

Bubblesitter

[Bubblesitter]

Fiscal stimulus is one way to get things going. However, if govt has to step in an guaranteee Fannie and Freddie it is only gonna constrain further spending beyond that.

I’ve been trying to derisk and find places to park cash. I’m continuing to increase gold holdings (via ETFs) and I’ve done well with gold in last couple years. I will be liquidating a bunch at some point to buy a house.

All other areas of “cash” are more risky in my eyes
. The Dollar has been hammered the past year, and will probably continue to decline. If you have owned Euros or Loonies you have done very well.

When someone says they are now in “Cash”, I try to ask some questions….

Is your cash parked in an FDIC-insured institution?

Is your cash in money market funds?
http://www.fool.com/personal-finance/sav…

Is your cash parked in a 5year CD? If inflation (stagflation like the 70s) rears it’s head, you are locked in a CD with a poor rate of return on top of a weakening dollar.

I’m still keeping some cash in short term CDs, the spread in the 6 month vs 5 year is still pretty small.

Bubblesitter

[Bubblesitter]

My level of risk aversion is at an all-time high today.

Credit spreads are approaching all time highs.

Bailout not passed today.

Banks essentially “failing” left and right. Either thru FDIC takeover or forced firesale acquisition.

Hunker down folks, it does not seem to be getting any better.

I still holding mostly gold, cash in short term FDIC insured instruments. I liquidated a bunch of gold a few months back and no longer holding any oil or diversified oil services investments.

Bubblesitter

[Bubblesitter]

My level of risk aversion is at an all-time high today.

Credit spreads are approaching all time highs.

Bailout not passed today.

Banks essentially “failing” left and right. Either thru FDIC takeover or forced firesale acquisition.

Hunker down folks, it does not seem to be getting any better.

I still holding mostly gold, cash in short term FDIC insured instruments. I liquidated a bunch of gold a few months back and no longer holding any oil or diversified oil services investments.

Bubblesitter

[Bubblesitter]

My level of risk aversion is at an all-time high today.

Credit spreads are approaching all time highs.

Bailout not passed today.

Banks essentially “failing” left and right. Either thru FDIC takeover or forced firesale acquisition.

Hunker down folks, it does not seem to be getting any better.

I still holding mostly gold, cash in short term FDIC insured instruments. I liquidated a bunch of gold a few months back and no longer holding any oil or diversified oil services investments.

Bubblesitter

[Bubblesitter]

My level of risk aversion is at an all-time high today.

Credit spreads are approaching all time highs.

Bailout not passed today.

Banks essentially “failing” left and right. Either thru FDIC takeover or forced firesale acquisition.

Hunker down folks, it does not seem to be getting any better.

I still holding mostly gold, cash in short term FDIC insured instruments. I liquidated a bunch of gold a few months back and no longer holding any oil or diversified oil services investments.

Bubblesitter

[Bubblesitter]

My level of risk aversion is at an all-time high today.

Credit spreads are approaching all time highs.

Bailout not passed today.

Banks essentially “failing” left and right. Either thru FDIC takeover or forced firesale acquisition.

Hunker down folks, it does not seem to be getting any better.

I still holding mostly gold, cash in short term FDIC insured instruments. I liquidated a bunch of gold a few months back and no longer holding any oil or diversified oil services investments.

Bubblesitter

[peterb]

Looks like October is going to be epic in the stock market. I think gold may test it’s high inthe next month or so. UD$ is looking like the global champ right now. Good places to be, IMO.

[peterb]

Looks like October is going to be epic in the stock market. I think gold may test it’s high inthe next month or so. UD$ is looking like the global champ right now. Good places to be, IMO.

[peterb]

Looks like October is going to be epic in the stock market. I think gold may test it’s high inthe next month or so. UD$ is looking like the global champ right now. Good places to be, IMO.

[peterb]

Looks like October is going to be epic in the stock market. I think gold may test it’s high inthe next month or so. UD$ is looking like the global champ right now. Good places to be, IMO.

[peterb]

Looks like October is going to be epic in the stock market. I think gold may test it’s high inthe next month or so. UD$ is looking like the global champ right now. Good places to be, IMO.

[Bubblesitter]

My level of risk aversion has reached another all time high today.

Hunker down folks

I’m amassing sizable cash reserve to jump back in the housing market next year. All right, all right….many will say that is too early, you are likely right. I am getting a bit sick of renting, now I’m getting concerned that my landlord will go into foreclosure.

I have enough reserves now to take a equity hit for a couple years, and ride out this downturn.

Bubblesitter

[Bubblesitter]

My level of risk aversion has reached another all time high today.

Hunker down folks

I’m amassing sizable cash reserve to jump back in the housing market next year. All right, all right….many will say that is too early, you are likely right. I am getting a bit sick of renting, now I’m getting concerned that my landlord will go into foreclosure.

I have enough reserves now to take a equity hit for a couple years, and ride out this downturn.

Bubblesitter

[Author]

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