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he made 34% during the last 5 years, thats less than 6% per year. Don't need a Hedge fund for that...

did you read his book BiLow ? I did few days ago and although he has been right on major developements like the financial crisis his investment advices are horrible. It shows again that even a bright and open mind like Schiffs can draw wrong conclusions because it does not count if he is right...

yes, its a good example how informative ET can be. Nice work pals,

take a look at 30year threasuries. They don't see deflation coming.

Inflation is a NECESSITY to reduce current gouvernment dept level (not only in USA also here in Germany). So the only question is not IF we will see some strong inflation but WHEN exactly it will set in. My best guess is that we will see a 1/2 year or 1 year deflation followed by a surge in...

I think we already see the effects of deleveraging and in my view its giving us good buying opportunities for solid companies now and probably during the next few months. We have already seen such movements from deleveraging in Yen, US-Dollar and probably also oil. Exactly nobody can tell us...

to keep it simple: Stocks are noted in US-Dollar and Buffet seems to think the value (in US-Dollar) will be higher in 10 years compared to now. Stock market mostly hit a bottom +-30 days if the keyword "recession" reaches a maximum in press. Lets see how this chart currently looks like...

blablabla, most people here posting and criticizing Buffet haven't read his letter carefully. He is not predicting a bottom, he is only saying that owning stocks now will be better than Cash if we compare current value with 5 years from now. I fully agree with him. Cash and Bonds will be by...

you nailed it. People will realize that Cash is just another asset and Cash with all the money now beeing pumped into the system (and you can never get it out again) will be the worst asset class during the next 10 years. It is possible that we see a very short lived deflation but it will...

at least in one thing he is right, there are better places to invest compared to US, I think China is one of them (very long term). People there have no dept and the gouverment has lots of fire power because they have so much cash on hand (1 Billion US-Dollar allone). You will have to avoid...

I shared your thoughts but if the current market situation does not cause a buying climax, what then ?

during all these doom threads it may be time to think about trading and plan where the next chance could be. I have a short ZB on my list: 1) It went higher during the market turmoil but by far not as strong as one would expect. This means relative weekness 2) Emerging markets like china may...

yes its garbage but this time he seemed close to tears and full of fear. And I don't think he was acting. I think it could be a good sign that we are close to a bottom.

I think the main reason is 1) US-banks sell foreign assets to enhance their liquidity (thus they convert into US-Dollar). 2) Trend following Hedge Fonds under water with BIG US-Dollar short positions. There are some very very crazy moves going on right now (like VW shares at all time high...

3 hours ago it traded 5600 but of course volume in Sunday trading at these brokers is thin. It was below 5500 earlier this afternoon.

according to Deutsche Bank HRE might need up to 100 Billion until end of 2009 and banks tried today to get more guarantees for HRE than the 26.5 Billion Euro German Bund has already offered. But German gouvernment decided not to risc more money. HRE is now trading at a 50% loss compared to...

they just decided to let HRE go under and not extend the gouvernemt guarantees. This means a very ugly start on monday in ESTX and Dax. Maybe this is the final washout we are waiting for.

please let this poor guy save his money for a new start and something that makes more sense.

no, he has tried for 8 years, thats enough. Its much easier for him to stop it completely like smoking or drugs.

see below statement. This will put massive pressure on european bank stocks on Monday. Only chance is they find a bailout on sunday but this would involve a volume of 100 billion Euro instead of 35 billion, I doubt German gouvernment will like to throw this much money at HRE. Pressure on...