AJ30

Friday Options Update: VIX, C, WFC, FITB, JPM, TXN, CYH, TEVA, HES

Great blog, please keep them coming. You aren't always right, but you bring in some interesting thoughts.

The Case Against Investing in the Dow Industrials (For Now)

In his book "The Roaring 2000s", Harry S. Dent,Jr. correctly predicted the bust in 2008. His basic theme was that "We" innovate and grow in spurts, followed by a period of assimilation (little growth). Its a very interesting postulation, and has certainly worked out many times.

The Current Market Atmosphere: Easy Money Hard to Come by

A litle extreme perhaps, but I remember IBM bonds with a 12% coupon issued in th later 1970's.
The real question is where do you hide your cash hoard? If in US$ inflation will eat away a lot of your purchasing power. Sovereign debt will probably suffer as the US$ gets strengthened a little, to bring down the cost of gasoline. Commodities are already pretty pricey, real estate the usual money vault against inflation has many problems of its own to wade through. So where to hide?

Does Buy-and-Hold Work on Major Blue Chips?

It would also be interesting to add in the dividends etc., and then scale that against the purchasing power of the dollar. Thats the story of how you can go broke making money.

Does Buy-and-Hold Work on Major Blue Chips?

I think the point is well taken, there are NO "ONE DECISION STOCKS", as was so often espoused in the 60s and 70s. Every investment should start with a performance plan. If it doesn't perform "fire it".