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i look at it from the a game strategy point of view. Greece cant restructure or default at the present point in time for two reasons: (a) the global fear factor is too high, a default now would send panick through other nations. So it is in the best interest of other nations to step in. (b)...

a very good article from the WSJ http://online.wsj.com/article/SB10001424052748703630304575270961766388720.html?mod=WSJ_Markets_section_WorldMarkets============================ Make an entry in your diary for 2012. If markets calm down from here, this cause be catalyst for turbulence in 2012.

ok fair enough:)

You are forgeting dividends. A PE of 14 DOESNT need to double earnings every 10 years to justify the multiple. It does need to DOUBLE TOTAL RETURN (ie dividends distributed and increases in earnings) over 10 years. Otherwise why do companies like fosters trade on their multiplies (not...

thats a reasonable list from which to do further homework. Out of the list i have more significant stakes in MTS, NAB,CAB,WAN. but only added in the recent downturn to NAB. MTS i bought just before the recent downturn and its not dropped much since so no inclindation to further dollar average...

If one looks to the Japanese stock market, a dollar cost average inwards and outwards would have produced reasonable returns. In otherwords dollar average into the dips, and dollar average outwards as the market rises.

Good highlight of the risks. You are right, we COULD go lower from here. No guarantees this is the bottom. But then i never could pick bottoms. Instead i look at: upside opportunity vs downside risk. If the upside is greater i start to move. Today was the first day i went back into...

what can i say, but the U2 song, ITS A BEAUTIFUL DAY For the traders they should already have their risk strategies in execution mode, plenty of warning on this so shouldnt be any damage caused. For the investors, yeah baby great buying opportunities today.

i am sure they are, especially as they know that other hedge funds that were playing the AU-US$ carry trade into long exposure aussie big banks/resources are trying to unwind. Last year this was an extremely profitable trade, this year its turning out to be a double wammy and everyone is...

For god sake sunfish, READ my posts, rather than just make than putting words into my mouth. I NEVER SAID I HAVE A LOW OPINON OF TRADING. I do have a low opinion of people who dont recognise HOW THEY ACT. Why because they dont know how to play the game. Both investing and trading is a...

the thought process, not the talk about gold.

Finally some examples of this: the first as a trader: http://www.cnbc.com/id/37209570 "(W)e are traders here, not investors, and traders listen to and watch the market, looking for signs of a changing environment," Gartman writes. "The environment has been changing; violence and volatility...

Of more relevance, find some lists dating back to the late 1970's early 1980's when Berkshire was much smaller. The underlying nature of Buffetts investing principles havent changed over time. Only the transactional action has. As Berkshire has grown larger, it needs to find 'bigger'...

Yes spot on, thats the end game. Whether you do that as a trader or an investor doesnt matter. Sunfish keeps suggesting that i 'sneer' at traders. Nothing could be further from the truth. What i do constantly remind people is to recognise your method of making money. THERE ARE...

I dont need to Sunfish, there are plenty of people like yourself all crowding into the resource sector. Just watch Skynews business, when they give the opportunity for people to call in with share market questions. What % relates to resources and what % to non-resources. Just check out...

You are looking to macro, i never said australia wouldnt be impacted, i said i wouldnt be impacted, and could well benefit. Consider, if resources crash, after the inital fall out, non-resource shares might be re-rated upwards. Also what would be the effect on the AU$. If the AU$...