Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 02-10-2012, 08:32 AM   #21
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,502
Quote:
Originally Posted by traineeinvestor View Post
I was until so many people started talking up equities: First Roubini, Then Fink, Now Buffett Push Stocks - MarketBeat - WSJ

I'd be a lot more confident if we could please go back to our regular doses of perma-bear media coverage.
Roubini turning bullish seems like the death knell to me! That's really pretty shocking.
__________________

__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 02-10-2012, 09:40 AM   #22
Thinks s/he gets paid by the post
 
Join Date: Aug 2006
Posts: 1,361
I have to admit that I've never been more bullish than now.

Stocks are very cheap.

The job market is starting to get a little traction.

Housing will eventually recover, say in 2015 or so.

Oil may go up, but we've got plentiful supplies of dirt cheap natural gas to power our industries.

The big multinationals will make money hand over fist in the years to come.
__________________

__________________
Hamlet is offline   Reply With Quote
Old 02-10-2012, 09:48 AM   #23
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,432
Well, Roubini isn't exactly bullish!

What he said was that stocks would continue to go up the first half of the year, then go down the 2nd half to be about flat. Nope, not bullish at all.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 02-10-2012, 01:40 PM   #24
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,502
Quote:
Originally Posted by NW-Bound View Post
Well, Roubini isn't exactly bullish!

What he said was that stocks would continue to go up the first half of the year, then go down the 2nd half to be about flat. Nope, not bullish at all.
Whew! OK - I feel a little better.
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   Reply With Quote
Old 02-10-2012, 01:46 PM   #25
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,432
Ah, even doomsayers still need to hedge their call, and try to explain why the market goes up against their will.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 02-10-2012, 04:52 PM   #26
Full time employment: Posting here.
 
Join Date: Mar 2010
Location: Chicago
Posts: 868
Quote:
Originally Posted by Hamlet View Post
I have to admit that I've never been more bullish than now.

Stocks are very cheap.

The job market is starting to get a little traction.

Housing will eventually recover, say in 2015 or so.

Oil may go up, but we've got plentiful supplies of dirt cheap natural gas to power our industries.

The big multinationals will make money hand over fist in the years to come.
I think them Bull horns are going to gut the Bear.
__________________
ripper1 is offline   Reply With Quote
Old 02-10-2012, 09:24 PM   #27
Thinks s/he gets paid by the post
veremchuka's Avatar
 
Join Date: Oct 2010
Location: irradiated - too close to the nuclear furnace
Posts: 1,294
No and yes. No immediately, we have gone too far too fast, a pull back is imminent. over the year yes.

I have made 6 purchases in my 401k since late July of the S&P 500 index. This is a market timing endeavor, no two ways about it. 1 purchase was not good, 2 were so so, 1 was pretty good and 2 were very good, nav wise that is. I wanted to get out on 1/23 but held off and was convinced I blew it but it's been a slow melt up. Yesterday I was going to exchange out back to Stable Value but thought the Greece situation may provide more fuel. As 4 pm approached, markets were almost flat for the day and I should have known better.... Anyway today I took my profit, 11.2% for 7 months, not bad.

Now for the hard part, when to get back in! Again this is market timing, I'm doing this strictly when I see prices too good to pass up. But now it's hard to figure just how far a pull back may go. I hope to catch 1 more run up before late April/early May. We'll see how that goes.
__________________
veremchuka is offline   Reply With Quote
Old 02-11-2012, 10:23 PM   #28
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,619
Quote:
Originally Posted by NW-Bound View Post
Well, Roubini isn't exactly bullish!
What he said was that stocks would continue to go up the first half of the year, then go down the 2nd half to be about flat. Nope, not bullish at all.
Considering the context of Roubini's usual doomsday rhetoric, for him that is bullish...
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Old 02-27-2012, 06:05 PM   #29
Thinks s/he gets paid by the post
 
Join Date: Mar 2007
Posts: 3,323
Bought a good chunk of stock just about the time things started turning, but now it's all too expensive and I've done alot of homework. I'm staying status quo for now myself.
However, I can say that I've never prayed the market would fall so much as now. I have a nice "buy" sheet ready but things are now just too high.
Waiting for the second half of 2012 when supposedly it goes flat...so not a very strong "moo" from this weak bull.
__________________
Please consider adopting a rescue animal. So very many need a furr-ever home and someone to love them! And if we all spay/neuter our pets there won't be an overpopulation to put to death.
Orchidflower is offline   Reply With Quote
Old 02-28-2012, 12:21 AM   #30
Full time employment: Posting here.
 
Join Date: Nov 2010
Posts: 588
I'm starting to feel optimistic. I will be looking for the safety sell. My gut is seldom right.
__________________
devans0 is offline   Reply With Quote
Old 03-08-2012, 09:23 PM   #31
Dryer sheet wannabe
grizzlyff's Avatar
 
Join Date: Mar 2012
Location: Sugar Hill
Posts: 12
was bullish, just went temporarily to 95% cash
__________________
grizzlyff is offline   Reply With Quote
Old 03-09-2012, 05:15 AM   #32
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 24,482
Quote:
Originally Posted by grizzlyff View Post
was bullish, just went temporarily to 95% cash
How do you plan to invest that cash? Do you have specific assets and price levels in mind or are you just staying safe?
__________________
MichaelB is online now   Reply With Quote
Old 03-09-2012, 06:12 AM   #33
Full time employment: Posting here.
 
Join Date: Jul 2011
Posts: 721
The more everyone gets bullish, the more bearish I get. Not a market timer, but I have begun a gradual shift from growth to moderate.
__________________
panacea is offline   Reply With Quote
Old 03-09-2012, 08:54 AM   #34
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Its a success for me, but it always gives me the heebie geebies for a while when sentiment changes and the market suddenly starts chasing one of the names I bought when it was hated. It is especially hard to get when it happens quickly. I don't see much that is different with LOW now vs 6 or 24 months ago, but clearly the market does.
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Old 03-09-2012, 09:11 AM   #35
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Gone4Good's Avatar
 
Join Date: Sep 2005
Posts: 5,381
Quote:
Originally Posted by Nords View Post
Considering the context of Roubini's usual doomsday rhetoric, for him that is bullish...
+1

I'm conflicted on equity valuations (profit margins are off the charts) and bond valuations are horrifying. Yet my sense is that the economy has achieved escape velocity. Things are still fragile, war with Iran, an unraveling in Europe, or the massive tax increases and spending cuts in current U.S. law can certainly derail things, but absent a new meaningful shock this bull's got legs. It also seems to me that the Fed will not make the same mistake it made in mid-2009 by talking up an exit strategy before there are clear signs of a need for one.
__________________
Retired early, traveling perpetually.
Gone4Good is offline   Reply With Quote
Old 03-09-2012, 09:19 AM   #36
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
FinanceDude's Avatar
 
Join Date: Aug 2006
Posts: 12,484
Cautiously optimistic, but not bullish. When we have to pay the piper and take steps to revalue our currency upwards to keep foreign govts to buy our debt, it's not going to be pretty for the equity markets.
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)


This Thread is USELESS without pics.........:)
FinanceDude is offline   Reply With Quote
Old 03-09-2012, 09:23 AM   #37
Recycles dryer sheets
ducky911's Avatar
 
Join Date: May 2010
Posts: 397
Bullish?

Short term:No

Mid term:Yes

Long term:Hope so?..?
__________________
ducky911 is offline   Reply With Quote
Old 03-09-2012, 09:56 AM   #38
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Hmmm, I am beginning to think that a lot of people have become reflexively pessimistic over the last several years. I see lots of things moving in the right direction: profits, labor market, funding conditions, etc. With hthe Greece exchange in the rearview mirror, perhaps some of these positive developments will occupy more of the media's attention.
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Old 03-09-2012, 10:25 AM   #39
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
FinanceDude's Avatar
 
Join Date: Aug 2006
Posts: 12,484
Quote:
Originally Posted by brewer12345 View Post
Hmmm, I am beginning to think that a lot of people have become reflexively pessimistic over the last several years. I see lots of things moving in the right direction: profits, labor market, funding conditions, etc. With hthe Greece exchange in the rearview mirror, perhaps some of these positive developments will occupy more of the media's attention.
I don't know about all that........

Yes, profits are up, but companies are sitting on a TON of cash because of restrictive regulatory environment......

Labor market is better than the depths on 2009 but have a LONG ways to go.

Greece is not "over"........it is merely hibernating........wait until he hit austerity in the US...........
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)


This Thread is USELESS without pics.........:)
FinanceDude is offline   Reply With Quote
Old 03-09-2012, 10:27 AM   #40
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Quote:
Originally Posted by FinanceDude View Post
I don't know about all that........

Yes, profits are up, but companies are sitting on a TON of cash because of restrictive regulatory environment......

Labor market is better than the depths on 2009 but have a LONG ways to go.

Greece is not "over"........it is merely hibernating........wait until he hit austerity in the US...........
Difference of opinon makes a market, I guess.
__________________

__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


 

 
All times are GMT -6. The time now is 03:00 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.