Warren monster bull on US Stocks

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Nov 3, 2009 8:04 am

Buffet buys BNI at a hundy.   how cool



Hold your cash, bears.



This run past 2007 highs and beyond is really, really gonna be fun.



Nov 3, 2009 3:29 pm
Shania Twain:

Buffet buys BNI at a hundy.   how cool

Hold your cash, bears.

This run past 2007 highs and beyond is really, really gonna be fun.

 
If we hit bottom in March, does that mean better times are ahead?
Just because we made the bottom of a secular bear market doesn't mean we're in a new bull market. The history is that when you make the bottom of a secular bear market, in almost every situation, there has been a huge rally followed by a long period of churning back and forth in a big, broad trading range, anywhere from three to — in the case of Japan — 18 to 20 years. As for the rally, the usual rebound rally after one of these things is 71% over 17 months. The current rally in the U.S. and Europe has been about 42% over the last five months. We've gone up faster than most rebounds, but not as far. After the rally is over, I can imagine a trading range for the S&P 500 of 1400 to 700 [the S&P 500 is currently near 1000]; that could last for five or 10 years, until we really see how we come out of this thing.

 
This is your guy!! Is this why you are bullish? You must be reading something different than me.
Nov 3, 2009 3:40 pm

good call.   

it was an interview.   

thats not consistent with his letter.

i hate when facts get in the way.

u got me

Nov 3, 2009 4:03 pm

Also it is in Warren's best interest to be bullish since his wealth is composed of listed companies.

Nov 3, 2009 4:41 pm
Shania Twain:

good call.   
it was an interview.   
thats not consistent with his letter.
i hate when facts get in the way.
u got me



 
I love facts. Here's one...Buffet is making a bet on the economy not STOCKS. Big difference.
He knows that the only way this investment fails is
 
A. US economy collapses. ( Never bet on the end of the world because it only comes once and if it does, your opinion won't matter- Art Cashin )
 
B. We are in a deflationary bear market much like the one Great Britain went through after World War two, which gave the US world control. If this happens China will be the "MAN"
 
Personally, I would not count out B. We are in the exact same scenario as Britain was with us 60 years ago.
 
Oh ya....one more important fact. if you lose 20 billion of 100 billion or what ever he is worth now. WHO CARES!!!!!!!!!!!!!!! If you lose 200k of 1 million, you gonna care alright. And bye bye Shania, no need for a broker that doesn't make money.
Nov 3, 2009 7:41 pm
howboutshoeshine:
Shania Twain:

good call.    it was an interview.    thats not consistent with his letter. i hate when facts get in the way. u got me







I love facts. Here's one...Buffet is making a bet on the economy not STOCKS. Big difference.

He knows that the only way this investment fails is



A. US economy collapses. ( Never bet on the end of the world because it only comes once and if it does, your opinion won't matter- Art Cashin )



B. We are in a deflationary bear market much like the one Great Britain went through after World War two, which gave the US world control. If this happens China will be the "MAN"



Personally, I would not count out B. We are in the exact same scenario as Britain was with us 60 years ago.



Oh ya....one more important fact. if you lose 20 billion of 100 billion or what ever he is worth now. WHO CARES!!!!!!!!!!!!!!! If you lose 200k of 1 million, you gonna care alright. And bye bye Shania, no need for a broker that doesn't make money.







id tell you our numbers

but you'll say im a liar

so ill save it



I get it   your a bear



short it then

hold your cash

Nov 3, 2009 10:19 pm

Shania- personally I am 100% short now

             professionally I am 100% out of US equities, I own corporates, 20 year treasuries, short gold, long the US dollar.
 
mlgone- I've told you before......be quite while the adults talk or I will send you to your room.
Nov 3, 2009 11:17 pm
howboutshoeshine:

Shania- personally I am 100% short now

             professionally I am 100% out of US equities, I own corporates, 20 year treasuries, short gold, long the US dollar.
 
mlgone- I've told you before......be quite while the adults talk or I will send you to your room.

 
 
Do you own any CIT bonds?