Comments on: Weekend reading: Summer rally edition http://monevator.com/weekend-reading-summer-rally-edition/ Make more money, invest profitably, retire early Wed, 23 May 2012 20:15:18 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Economy and Your Finances Carnival Aug 16th 2009 http://monevator.com/weekend-reading-summer-rally-edition/comment-page-1/#comment-8212 Economy and Your Finances Carnival Aug 16th 2009 Sun, 16 Aug 2009 08:04:54 +0000 http://monevator.com/?p=2290#comment-8212 [...] Investor presents Thoughts on the summer stock market rally posted at Monevator.com, saying, “Many people are asking how sustainable the bounce back in [...] [...] Investor presents Thoughts on the summer stock market rally posted at Monevator.com, saying, “Many people are asking how sustainable the bounce back in [...]

]]> By: The Investor http://monevator.com/weekend-reading-summer-rally-edition/comment-page-1/#comment-7179 The Investor Thu, 30 Jul 2009 09:19:59 +0000 http://monevator.com/?p=2290#comment-7179 Anything could happen in the markets (and has over the past 12 months). But personally, I think with the US market like the UK one still down 30% over the past decade as well as over more recent time periods, you have to say if you're not going to invest in equities now then when? Historically, returns after periods of big busts have been excellent. The danger is waiting until it feels comfortable because the market has been going up for a year or two. It feels safer, but it's actually riskier. "You pay a big premium for a cheery consensus" as Warren Buffett says. Thanks for stopping by and commenting -- your blog is great, and a super-slick model that I should really be studying to see how you do it! :) Anything could happen in the markets (and has over the past 12 months). But personally, I think with the US market like the UK one still down 30% over the past decade as well as over more recent time periods, you have to say if you’re not going to invest in equities now then when? Historically, returns after periods of big busts have been excellent.

The danger is waiting until it feels comfortable because the market has been going up for a year or two. It feels safer, but it’s actually riskier. “You pay a big premium for a cheery consensus” as Warren Buffett says.

Thanks for stopping by and commenting — your blog is great, and a super-slick model that I should really be studying to see how you do it! :)

]]> By: The Digerati Life http://monevator.com/weekend-reading-summer-rally-edition/comment-page-1/#comment-7156 The Digerati Life Thu, 30 Jul 2009 00:58:04 +0000 http://monevator.com/?p=2290#comment-7156 Still arguing with my spouse about being invested in the markets. He believes it will still backtrack. I think there may be signs of recovery. We are invested, but can afford to put in more in the markets. Just a little hesitant about it still. Thanks for the mention btw! Still arguing with my spouse about being invested in the markets. He believes it will still backtrack. I think there may be signs of recovery. We are invested, but can afford to put in more in the markets. Just a little hesitant about it still. Thanks for the mention btw!

]]> By: The Investor http://monevator.com/weekend-reading-summer-rally-edition/comment-page-1/#comment-6944 The Investor Sat, 25 Jul 2009 22:56:59 +0000 http://monevator.com/?p=2290#comment-6944 @pkora - A perfectly respectable point of view, of course... inflation or no inflation is one of the big questions of the next 12-24 months. Personally I don't see much upside potential from government bonds even now the price has come down a bit, whereas I see big risks from inflation. Corporates I think are as much about the credit crunch /recession story as the inflation / interest rate outlook. A respectable play perhaps, but most times when corporate bonds do well, equities should overall do better IMHO. We'll see - thanks for your thoughts! @pkora – A perfectly respectable point of view, of course… inflation or no inflation is one of the big questions of the next 12-24 months. Personally I don’t see much upside potential from government bonds even now the price has come down a bit, whereas I see big risks from inflation. Corporates I think are as much about the credit crunch /recession story as the inflation / interest rate outlook. A respectable play perhaps, but most times when corporate bonds do well, equities should overall do better IMHO. We’ll see – thanks for your thoughts!

]]> By: pkora http://monevator.com/weekend-reading-summer-rally-edition/comment-page-1/#comment-6935 pkora Sat, 25 Jul 2009 19:51:02 +0000 http://monevator.com/?p=2290#comment-6935 Disagree somewhat with your view on corporate bonds and commercial property as inflation and economic recovery are a long way off so in the mean time i prefer corporate bonds over any inflationary bets like property. Plenty of time to get in to inflationary assets if it and ever it arrives. I believe Japan is still waiting for its inflation and economic growth the last time i checked, hopefully it comes a lot sooner for us. Disagree somewhat with your view on corporate bonds and commercial property as inflation and economic recovery are a long way off so in the mean time i prefer corporate bonds over any inflationary bets like property. Plenty of time to get in to inflationary assets if it and ever it arrives. I believe Japan is still waiting for its inflation and economic growth the last time i checked, hopefully it comes a lot sooner for us.

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