The ACD Method

trilogic said:
All seriousness, what your relationship with this site, does it haven anything to do with activity/posts and valuation ?
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I have no relationship with this site. LOL. Please stay on topic if you choose to post in this thread. Thank you.
 
Cswim63 you maybe right, I dont know and cant know, ... i dont see any change in short term and infer a heck of a lot especially these days

Across all portfolio and classes I think this year ( still have a tad to go0 I am up 7 percent.... most people here talk about a lot of stuff but wont ever post anything close to returns
 
Just reading a little on bond insurance. Apparently there is a lot less insurance being issued, and it's only for high quality stuff. Well, the good stuff doesn't need the insurance anyway. The way I see it, even though they are forced to swim in the same pool with the sharks, the insurers can't or won't issue paper. Yet that's their business. I was thinking of the bond, especially muni bond, insurers as a short. But now I'm just a little confused
 
Cswim, money created over the last several years has moved out the "curve" into riskier bonds seeking a " better" return because rates are low inflation low etc, possible that insurers see the risk and don't want to take it, i soppose there would be some price they would,,,
 
Yes that's what I was thinking too. I hesitate to call it smart money, but in this case it might be true. The thing is, they insure bonds, then park the proceeds in bonds. I don't think they could ever be net short the long bond even if the market was screaming at them to do it. More groupthink hard at work 9-5.
 
yep, gold.... just my two cents and personal experience trying to time it.....hurts returns terribly.. I find it best to buy it for long term and give a lot of room for down side, with an opinion that in this lifetime it will be much higher, but not all eggs in one basket. Small miners with smallish floats of common stock are nice long
 
The thing is, we read about how some guys with a computer managed to take some good money out of the markets. Then you get imitators. Well, no disrespect to Garrison Keillor, but this ain't Lake Woebegone, and those geeks can't all be above average. I think that's what I hear you saying.
 
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