Hedged In

Wall Street Breakfast: Must-Know News

On the Fed announcement, Kirk Shinkle has a good article analyzing it and questioning whether the stock market rally is sustainable:
seekingalpha.com/artic...

Eight Takeaways from Cambridge House Investment Conference

Thank you for this useful and well written summary, Jason. Perhaps the most interesting points (for those of us who are not gold bugs) are that even the gold bugs:
(1) expect a short term correction in gold,
(2) think that another leg down in the equities markets in April or May could drag down gold stocks, and
(3) believe that silver has more medium term upside than gold.

The gold bugs' advice to "prepare for the upcoming depression" by buying food and "protection for your family" (aka a gun) and hoarding physical gold in an underground safe in your house reminds me of the panic before Y2K. (Enough said.)

On the bullishness on silver: What are your thoughts on the comments on the gold-silver ratio in this article? seekingalpha.com/artic...

Thanks again.

Should You Follow Warren Buffett’s Latest Moves?

This is good attempt to rationalize Warren Buffett's moves -- thank you.

But look again at this:
"One reason why he might be selling solid dividend stocks such as Johnson & Johnson and Procter and Gamble could be that they haven’t fallen as much as the broader market, which makes them ideal for Buffett to deploy the funds in other beaten down sectors."

If Buffett sees greater value in other sectors, then shouldn't other investors too?