[HereWeGo]

I’ve believed for some time that Q2 2007 would be the opening act for the housing downturn.

Now the question is, how is the default risk truly distributed? How is the risk dispersed?

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Sector wise, base materials might be a good bet, given the current world economic growth. There are several funds of that flavor (as well as ETFs,) ranging from conservative to hyper-aggressive.

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Sector wise, base materials might be a good bet, given the current world economic growth. There are several funds of that flavor (as well as ETFs,) ranging from conservative to hyper-aggressive.

[HereWeGo]

Isn’t a “muni” a municipal bond? Aren’t municipal bonds issued by cities to finance debt? What does that have to do with capital goods production and international exposure?

Doh!
Try “fund”, as in “mutual fund”.

I can’t imagine the nature of that mental slip — I used to find munis intriguing, but given the dependence of much of California government on property taxes, I’m real hesitant to throw money in that direction at this time.

I like Dodge and Cox as well, Raybyrnes, dodfx that is.

Here’s another idea — you could go down the ETF route. ETF’s are supply/demand driven, not NAV driven, and they seem to be growing more popular. Actually, investing in La Fronnnnnce (EWQ) might not be half a bad idea, with Sarkozy taking over.

[HereWeGo]

Isn’t a “muni” a municipal bond? Aren’t municipal bonds issued by cities to finance debt? What does that have to do with capital goods production and international exposure?

Doh!
Try “fund”, as in “mutual fund”.

I can’t imagine the nature of that mental slip — I used to find munis intriguing, but given the dependence of much of California government on property taxes, I’m real hesitant to throw money in that direction at this time.

I like Dodge and Cox as well, Raybyrnes, dodfx that is.

Here’s another idea — you could go down the ETF route. ETF’s are supply/demand driven, not NAV driven, and they seem to be growing more popular. Actually, investing in La Fronnnnnce (EWQ) might not be half a bad idea, with Sarkozy taking over.

[HereWeGo]

I’m looking for a muni that’s strongly invested in capital good producers with strong int’l exposure. If you find one (or anyone else does,) please feel free to share.

[HereWeGo]

I’m looking for a muni that’s strongly invested in capital good producers with strong int’l exposure. If you find one (or anyone else does,) please feel free to share.

[HereWeGo]

nm

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I agree Masayako. I was a wee bit “disappointed” the dip from last Thurs didn’t last for a few more days. The cash is truly burning a hole in the ol’ pocket, despite the 5% return.

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Stop it with the rationality, FSD.

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Well, here’s hope for the would-be landlords disappointed that they missed on an opportunity to puchase choice bank-owned properties in Chula Vista, Spring Valley, Fallbrook, Escondido, Oceanside, and other outlying areas:

There’s plenty more on the way.

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That’s a very clever sales strategy, sdr.

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CFC is a tempting put candidate, no doubt. If an investment bank buys CFC out, though, your puts will become worthless in the blink of an eye.

[HereWeGo]

“The Market is always right, if you are not in sync with it, you are the one who is wrong. ”

Yup.

[HereWeGo]

Let’s see now:

“Buy now or be priced out forever” Check

“It’s different here” Check

Cmon, Alex, explain to us how “they’re not making any more land”. We’re all eyes.

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