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bump, again just for Sunfish. This was written in early 2010, long before 'mainstream' commentators where talking about secular bear markets.

Thanks yes that chart is very useful. I want to emphasis here that i am not making short term predictions. Making short term predictions are very dangerous because there are too many variables that can influence market pyschology in the short term. In the short to medium term, the market...

I think its more complicated than just looking as business sector credit. Viewing business sector credit could well work for looking at the sustainability of a cyclical bull run, but i think for a secular bull market to be sustained there are numerous factors that come into play. At the...

Strategic Investment Outlook 2010. Part 1) the Investment Environment Following on from the Strategic Investment Outlook for 2008, I am presenting a strategic framework to structure my investments in 2010 and beyond. This outlook is much more difficult to judge and my confidence in being...