22 replies to this topic

[dharma]

a wave of deflation is going to be front and center
looking for a sign that distribution in the broads is complete

dharma

I believe this is an opportunity to buy muni bond CEF's. Yes, they have performed extremely well this year, however, with deflation and people looking more and more for tax free yield, muni bonds could well be the way to go. Lot's of muni bond funds to choose from here.

Best to you.

PS I do like your bank stock short. hmmmmmmm!

i dont like any bonds. the debt cannot be heaped on the debt laden cash poor consumer. it will have to be repudiated.
dharma

[johngeorge]

dharma

I do appreciate your attitude on bonds. When I buy it won't be a buy and hold, but, will sell when the trend turns.

PS I do like your bank stock short. hmmmmmmm!

Am looking to buy SKF on a pullback.

Best to you.

[dharma]

approaching some support. this is going as planned, so far. the iranian admission hasnt caused much of a stir in the gold market the dollar is a fatally flawed currency. dharma