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I think that they talk tough but hold stable and do nothing. At least for now (until after the new year). I've really muscled up on the short end recently. Will kick myself if I should have kept the floaters!

OK, here's my seasonal play: FPL. Buy in June-Aug before hurricane season, and sell in Dec-Jan. Just hope the big one doesn't hit Florida! Might be better to do as a call or bull spread to define your risk, as a stop loss might not protect you if a cat 5 hits miami beach or fort...

I also find it useful to look at indices and commodities priced in other currencies. Particularly GLD/CHF.

Its all about 2010 - 2011. Whatever is going to happen, will happen then. Not that I have any idea what it is, although my suspicion is that it is nothing good, but that's WHEN it will happen. (c.f. demographic trend theories). Until then, why not enjoy the ride. Particularly if markets...

Ride it up until February... Then switch into buying some nicer stuff cheaper.

If you don't believe me, you may believe this quote from the WSJ (fair use): "The question for consumers is whether the convenience of doing everything in one place is outweighed by lower interest rates or higher fees. To answer it for Bank of America, check some of the finer print in...

If that happens, that would be HUGE. Huge. So many people would get caught with their pants down that it would just not be pretty. Can't fathom it, frankly.

So, since the two are somewhat interchangeable, they should probably trade more in tandem, but don't. Most platinum holdings are outside of north america. In north america, there is some palladium. Palladium prices have been very depressed but have rallied somewhat recently. I like...

I have been staying away from platinum for a while now, due to its high price and questionable relationship with silver/gold as an inflation hedge. While jewelry uses have certainly increased, that is predicated upon increasing wealth and is probably not well correlated with gold price...

I keep my accts with BOA largely because of their excellent online payments capability. Of course, when I noticed that my brokerage MM accts were paying, oh, say 3% MORE than my cash accounts at BOA, you can be pretty sure that most of those funds didn't stay there. BOA is really quite...

$Cost I want to know when you go back in hard. Just tell us, that's all....

I'm as much of a long term bear as anyone, but this is getting silly. So while I am cautiously buying some bargains in energies, I'm going long the index. God help me, as I may well be a good negative indicator in this respect. Expect to exit in February-March. Want to see what capital...

One would argue that with this degree of malaise, there is little to any way that rates can rise to any significant extent without imploding the housing market, which is already imploding on its own. With that said, do you expect significant hikes in short term interest rates? Despite...

One of the most interesting and underreported stories of the last decade has been the exodus of the inner city poor to rural and ex-urban america. It comes on the back of 'gentrification' - the reclaiming of neighborhoods consumed by urban blight. The process is pretty predictable - a...

Seconded

I think I have sighted the rare 'black eagle'... Oh, by the way, I have recently been contacted by a foreign prince who is seeking to dispose of a few million ozs of gold which are the subject of a dispute among the ruling family... this is of course sending the country into turmoil and of...

There are usually a few good end of year CEF plays to be had. You may want to start now,or be a purist and wait until the last few days of december once the funds have gone ex-div. Last year,the preferreds/convertibles and floating rate bank loan funds did well from this perspective. This...

1. Iraq insurgency very bad. Expect new solutions post the midterms if dems sweep. Otherwise wait until next admin in '08. 2. Consensus building about N. Korea as a bad player. UN to spearhead containment. 3. Nuke proliferation to Iran may stabilize region. 4. US domestic economy much...

smashing. an opportunity for us to sharpen our : a) anti-missle defense or b) covert black ops skills. always a silver lining in any situation.

Ummm..... as optimistic as the next guy, but cancer's a tough nut to crack. Diabetes is potentially palliable, and obesity may not be as terrible as we all think. And regrettably, solving diabetes or obesity will simply gain 5-10 years of life until the next big bad thing becomes reality...