[enron_by_the_sea]

[quote=weberlin]
I don’t know about the break even at the end of the day thing, but I’m 100% with you on “Bubble forming again”[/quote]

Historically markets (are manipulated to) do well in the third year of a presidential term.

[enron_by_the_sea]

[quote=weberlin]
I don’t know about the break even at the end of the day thing, but I’m 100% with you on “Bubble forming again”[/quote]

Historically markets (are manipulated to) do well in the third year of a presidential term.

[enron_by_the_sea]

[quote=weberlin]
I don’t know about the break even at the end of the day thing, but I’m 100% with you on “Bubble forming again”[/quote]

Historically markets (are manipulated to) do well in the third year of a presidential term.

[enron_by_the_sea]

[quote=BigGovernmentIsGood]

Negative yields on TIPS signals deflation. Paul Krugman has been writing about how all signs point to deflation for over a year now (although no one on this board is likely to give him any credit for it).[/quote]

I am confused. I thought negative TIPS yield signifies that people are expecting inflation.

http://www.gurufocus.com/news.php?id=110447

[enron_by_the_sea]

[quote=BigGovernmentIsGood]

Negative yields on TIPS signals deflation. Paul Krugman has been writing about how all signs point to deflation for over a year now (although no one on this board is likely to give him any credit for it).[/quote]

I am confused. I thought negative TIPS yield signifies that people are expecting inflation.

http://www.gurufocus.com/news.php?id=110447

[enron_by_the_sea]

[quote=BigGovernmentIsGood]

Negative yields on TIPS signals deflation. Paul Krugman has been writing about how all signs point to deflation for over a year now (although no one on this board is likely to give him any credit for it).[/quote]

I am confused. I thought negative TIPS yield signifies that people are expecting inflation.

http://www.gurufocus.com/news.php?id=110447

[enron_by_the_sea]

[quote=BigGovernmentIsGood]

Negative yields on TIPS signals deflation. Paul Krugman has been writing about how all signs point to deflation for over a year now (although no one on this board is likely to give him any credit for it).[/quote]

I am confused. I thought negative TIPS yield signifies that people are expecting inflation.

http://www.gurufocus.com/news.php?id=110447

[enron_by_the_sea]

[quote=BigGovernmentIsGood]

Negative yields on TIPS signals deflation. Paul Krugman has been writing about how all signs point to deflation for over a year now (although no one on this board is likely to give him any credit for it).[/quote]

I am confused. I thought negative TIPS yield signifies that people are expecting inflation.

http://www.gurufocus.com/news.php?id=110447

[enron_by_the_sea]

Stock performance has nothing to do with economy.

In the very short term, stock market is purely driven by sentiment and liquidity.

Over somewhat longer term, the stocks go up or down depending on how well the companies do relative to expectations of the market from them.

[enron_by_the_sea]

Stock performance has nothing to do with economy.

In the very short term, stock market is purely driven by sentiment and liquidity.

Over somewhat longer term, the stocks go up or down depending on how well the companies do relative to expectations of the market from them.

[enron_by_the_sea]

Stock performance has nothing to do with economy.

In the very short term, stock market is purely driven by sentiment and liquidity.

Over somewhat longer term, the stocks go up or down depending on how well the companies do relative to expectations of the market from them.

[enron_by_the_sea]

Stock performance has nothing to do with economy.

In the very short term, stock market is purely driven by sentiment and liquidity.

Over somewhat longer term, the stocks go up or down depending on how well the companies do relative to expectations of the market from them.

[enron_by_the_sea]

Stock performance has nothing to do with economy.

In the very short term, stock market is purely driven by sentiment and liquidity.

Over somewhat longer term, the stocks go up or down depending on how well the companies do relative to expectations of the market from them.

[enron_by_the_sea]

I have about 35% of 401K in bonds. It has been a great ride this year. However I feel that time to move out is coming. I have plans of moving half of that portion into US stocks, energy stocks, emerging market stock, REITs and TIPs. But I am not in hurry. Maybe I will catch one last bond rally due to QE2.

Currently this is what I feel.
Bonds – ridiculously expensive.
US stocks – fairly priced.
Emerging Mkt stocks – moderately expensive.
REITs – fairly priced.
TIPs – ???
precious metals – definitely expensive.
Oil (non Gas) – fairly priced.
Natural Gas – cheap.

What funds you buying? Any recommendations?

I have been keeping the duration of my bond portfolio to less than 5 years.

[enron_by_the_sea]

I have about 35% of 401K in bonds. It has been a great ride this year. However I feel that time to move out is coming. I have plans of moving half of that portion into US stocks, energy stocks, emerging market stock, REITs and TIPs. But I am not in hurry. Maybe I will catch one last bond rally due to QE2.

Currently this is what I feel.
Bonds – ridiculously expensive.
US stocks – fairly priced.
Emerging Mkt stocks – moderately expensive.
REITs – fairly priced.
TIPs – ???
precious metals – definitely expensive.
Oil (non Gas) – fairly priced.
Natural Gas – cheap.

What funds you buying? Any recommendations?

I have been keeping the duration of my bond portfolio to less than 5 years.

[Author]

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