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Larry House

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  • Get In on Blue Chips While Others Play Musical Chairs at the Bond Market [View article]
    If only it were that simple!
    Aug 17 02:06 PM | 1 Like Like |Link to Comment
  • What if There's No Big Crash and No Big Surge? [View article]
    There is much to recommend your position. Stay diversified and take a middle of the road approach. That may be as good as it gets for many years.
    Aug 17 11:36 AM | 10 Likes Like |Link to Comment
  • Just How Bad Will It Get? [View article]
    I guess it is understandable that many investors might dismiss a projected outcome that has only happened twice in 70 years or so. After all, this great US economic machine is a powerhouse, and consumers have always been consistent in spending like good consumers without thought to the consequences. That seems to have changed. If we have learned anything from the past many months, it is that one needs to prepare for just about any investing outcome. I have never seen such contradictory, divergent opinions about the health of the economy and where we are going. We are living in unique times. NO ONE knows what is going to happen next or how it is going to happen.
    Aug 13 11:19 AM | 11 Likes Like |Link to Comment
  • A Sneak Peek at the (Ugly) End of the Story [View article]
    Good points. It's one thing to see how low yields went on treasuries when there was a panic; now investors are making a mote thoughtful, sober assessment of the situation, and they still want the sure low yield instead of risk of greater reward. Many are smelling an economic skunk that is not yet visible.
    Aug 13 10:30 AM | 8 Likes Like |Link to Comment
  • TIPS and Gold as Inflation Hedges: Risk and Rewards [View article]
    See what happens if you say something negative about gold? You just slapped everyone's mother in the face AND said you hate apple pie! While I hold gold miners and intend to continue to, I think your points are well-taken and your discussion timely. I also hold some I Bonds, rather than TIPS, as an inflation hedge.
    Aug 13 10:26 AM | 2 Likes Like |Link to Comment
  • Preparing for the Likely Scenario of Deflation [View article]
    Then I guess, AAII, you are holding out the HOPE that today might go like the '50s. I try to be as positive as the next person, but hope is a poor basis for investment.
    Aug 13 10:10 AM | 4 Likes Like |Link to Comment
  • Chart of the Day: TIPS Yields [View article]
    The 5-year TIPS give the holder the guaranteed return of the face amount AND some protection against inflation over that time period. Right now, that is still an attractive option for at least some of one's money. I Bonds are priced differently but accomplish about the same thing. They aren't sexy investments, but they have their place.
    Aug 11 10:31 PM | 1 Like Like |Link to Comment
  • Six Ways to Protect Your Assets From Impending Deflation [View article]
    Equal cases can be argued for deflation, eventual inflation, and possible hyper-inflation. Really hard to be ready for all of those at the same time. Junk bonds make sense now as they are a little less risky than stocks and yield probably as much or more than equities can be expected to return for perhaps years. I just can't buy long-term treasuries because of the fear of inflation. There is difference of opinion as to what happens to gold in deflation. Some contend it would hold up pretty well. I think you have to hold precious metals regardless of the specific outlook. Times are just too uncertain to not have some gold/silver.
    Aug 6 11:45 AM | Likes Like |Link to Comment
  • Just One ETF: A Deep-Discounted CEF With Cash and Insider Backing [View article]
    With an expense ratio of over 2%, BIF holds no attraction. A good value mutual fund with decent management and a low expense ratio would be a better choice as a single holding.
    Aug 6 09:59 AM | 5 Likes Like |Link to Comment
  • Investing Strategies for the Next 'Lost Decade' [View article]
    There are pros and cons to any approach, and everyone wants to buy at just the right moment and sell at the right moment. Good luck. I prefer a fund approach and hold PGMDX as my core position. This is a Global Multi-Asset fund managed by El-Erian that can go anywhere and hold just about anything. I think that is a good core for a long-term portfolio. Also, I trust his insights and timing more than my own.
    Jul 2 10:41 AM | 2 Likes Like |Link to Comment
  • Worthy Investments During Deflationary Collapse [View article]
    You know, I agree with you, but the recent weakness in stocks and the more cautious tone has lessened some of the collapse threat, I think. The key take away for me is that the market just does not hold much potential. It is hard to see any big motivators for stocks. I think they will muddle along and do little to nothing, but I think a collapse is unlikely.
    Feb 10 02:23 PM | Likes Like |Link to Comment
  • Don't Be Fooled if a Greece Bailout Emerges, It Solves Nothing [View article]
    You are absolutely right. Last time I looked, Greece wasn't the only country with a debt problem. This deleveraging on ALL levels is just getting started.
    Feb 10 02:19 PM | 1 Like Like |Link to Comment
  • I Think Bernanke Just Indicated a Tightening [View article]
    Your title is correct, but your conclusion isn't, Larry. Ben is going to tighten; the only question is when. I do not think he was signalling that it will be soon. I think he wants to give many months of warning about this. I don't expect it this year, but yes, he is going to tighten--sometime.
    Feb 10 02:16 PM | 2 Likes Like |Link to Comment
  • John Hussman: Cautiously Pessimistic [View article]
    Very opaque period right now. Not a time to be driving at top speed and just assume one will be fine.
    Feb 8 11:47 AM | 2 Likes Like |Link to Comment
  • Gold Continues Its Bullish Consolidation [View article]
    I am long precious metal stocks. They sure are consolidating fast today!!
    Feb 4 01:41 PM | 1 Like Like |Link to Comment