http://ContrarianEdge.com/2007/03/14/between-the-lines/ Thu, 20 Nov 2008 19:45:46 +0000 http://wordpress.org/?v=2.0.4 http://ContrarianEdge.com/2007/03/14/between-the-lines/#comment-4576 Sat, 24 Mar 2007 02:20:14 +0000 http://ContrarianEdge.com/2007/03/14/between-the-lines/#comment-4576 I am not a great timer, but... it doesn't feel like it is the end, more like the beginning. I am not a great timer, but… it doesn’t feel like it is the end, more like the beginning.

]]> http://ContrarianEdge.com/2007/03/14/between-the-lines/#comment-3046 Wed, 14 Mar 2007 11:04:25 +0000 http://ContrarianEdge.com/2007/03/14/between-the-lines/#comment-3046 I didn't hear the interview, but agree that risk tolerance isn't well calibrated at the moment.Many people lost thought about how we can lose money with stocks too! Maybe is just beginning a process of re-equilibration, but it will require some pain... But I fear more for markets (stocks) the 2nd part of 2007 rather than 1H07, because at the first drop, many investors will try to "buy the dip" and sustain market giving a bounce. But later in the year with consumer going down, earnings dropping (did you see that the contribution of GDP related to capex is falling? It happened in 2000...) there will be panic. Ciao I didn’t hear the interview, but agree that risk tolerance isn’t well calibrated at the moment.Many people lost thought about how we can lose money with stocks too!
Maybe is just beginning a process of re-equilibration, but it will require some pain…
But I fear more for markets (stocks) the 2nd part of 2007 rather than 1H07, because at the first drop, many investors will try to “buy the dip” and sustain market giving a bounce. But later in the year with consumer going down, earnings dropping (did you see that the contribution of GDP related to capex is falling? It happened in 2000…) there will be panic.
Ciao

]]>