Euro-zone update...........(Its not looking good!)

[Mega]

Oh the "Fun & games start over again"
http://www.businessinsider.com/prepa...-crisis-2011-9

Mike

[Chomsky]

Re: Euro-zone update...........(Its not looking good!)

great piece actually, thanks.

[jk]

Re: Euro-zone update...........(Its not looking good!)

i have been reading mauldin for MANY years, and i've never seen him so worried and negative.

[DaveGillie]

Re: Euro-zone update...........(Its not looking good!)

i have been reading mauldin for MANY years, and i've never seen him so worried and negative.

Same here,

the negative TONE of his article was so out of charachter from his normal positive attitude,

AND I appreciated his specific advice, as opposed to the normal general vague advice other writers give.

[c1ue]

Re: Euro-zone update...........(Its not looking good!)

i have been reading mauldin for MANY years, and i've never seen him so worried and negative.

Mauldin has been sliding down the doomer scale as well.

Where's his "Muddle Through" economy now?

[jk]

Re: Euro-zone update...........(Its not looking good!)

Mauldin has been sliding down the doomer scale as well.

Where's his "Muddle Through" economy now?

mauldin is also pretty well connected, especially in republican circles. i believe he was on the texas republican party committee at one time. anyway, i wonder if he's been hearing things to which we're not privy.

[grapejelly]

Re: Euro-zone update...........(Its not looking good!)

Mauldin says invest in funds that also go short. What bullshit advice this is. He is still investing cash but with funds that are not long-only.

What about gold and silver miners?

What about doing your own hedging with puts?

And the idea of "conviction stocks" that he'll hold for 10 years or more...what total crap. Anyone who thinks this way is stoopid. Or has an ax to grind. His ax is he tries to manage money by connecting fund operators with investors. His is terribly biased and really blind to what is going on. This piece was one of his better ones though, admittedly.

[jk]

Re: Euro-zone update...........(Its not looking good!)

Mauldin says invest in funds that also go short. What bullshit advice this is. He is still investing cash but with funds that are not long-only.

What about gold and silver miners?

What about doing your own hedging with puts?

And the idea of "conviction stocks" that he'll hold for 10 years or more...what total crap. Anyone who thinks this way is stoopid. Or has an ax to grind. His ax is he tries to manage money by connecting fund operators with investors. His is terribly biased and really blind to what is going on. This piece was one of his better ones though, admittedly.

i think the audience for his letter is mostly unsophisticated to very slightly sophisticated investors who believe in the conventional wisdom. i think of mauldin as perhaps a half-step ahead of the conventional wisdom.

[unlucky]

Re: Euro-zone update...........(Its not looking good!)

Mauldin says invest in funds that also go short. What bullshit advice this is. He is still investing cash but with funds that are not long-only.

What about gold and silver miners?

What about doing your own hedging with puts?

And the idea of "conviction stocks" that he'll hold for 10 years or more...what total crap. Anyone who thinks this way is stoopid. Or has an ax to grind. His ax is he tries to manage money by connecting fund operators with investors. His is terribly biased and really blind to what is going on. This piece was one of his better ones though, admittedly.

He had another recent piece about gold. Says he owns and regularly buys physical golds as "insurance".