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"However i strongly disagree with his suggestion to short gold." I don't think he is advocating shorting gold at this level, but it is interesting to think of that possibility in the future. Many people have gotten into the gold boat and when everyone is eventually in... "Disagree about...

This is very interesting, I guess if you are interested in individual stocks, you are thinking of the dividends you are foregoing by going into cash. The alternate viewpoint is that you may be able to buy 10 or 20% more of the stock and the related dividend with your cash later. I came by...

After a long think over last weekend, I put my super into cash on monday. It will be interesting to seewhat pans out in the new year, but I'm happy to forego the return and sit on the sidelines. From my perspective, the Australian index is slightly above fair value and the US market is very...

Hi Aaron, I was thinking of what might happen after the deflationary effect and possible unintended consequences. I guess I am not buying it at $13 at the moment. However, there is not an insignifcant risk of inflation in 2-3 years time with the bailout response, although everyone at the moment...

Thanks for clarifying what you meant by scaling out of positions. That makes a lot more sense. I've become a big fan of Kostorhyz's articles recently, he has a very systematic way of looking at things. His recent articles about a Santa rally I found were quite interesting, even though the...

thanks for your replies IV, I think you have thought out your strategy very well, but there is an internal contradiction with respect to being long in a secular bear market. You are right that it is in some ways safer to be long than short. In that case, should you not be scaling your positions...

Hi IV, I don't know why you get so worked up by sunfish. What's the point. I think this is a great read: http://seekingalpha.com/article/311671-a-week-of-historic-economic-tragedy-ahead http://seekingalpha.com/article/311630-europe-may-fail-due-to-sovereignty-issues The comments are great...