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  1. MichaelW

    Will you be caught naked?

    MJK, Yes, I still consider the Aus Equities market to be at or below fair value so am bullish on that asset class. But that's just my opinion of course. I tend to use yields on investments as a good yardstick of value and note that the yields on Aus equities are still favourable. They're...
  2. MichaelW

    Will you be caught naked?

    Guys, An interesting article with a fair bit of insight from Warren Buffet in today's SMH: Its been too good for too long So my question to you all is, when the tide goes out (as it seems it is doing currently across the board) will you be caught naked? i.e. Are you over-exposed on...
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