Replies to post #145953 on Zeev's Turnips Patch-No Politics (ZEEV)

[carl_p_r2]

I guess we each have taken away different things from his posts. My general take has been that he has been bullish on gold, and I remember a debate when Zeev was bearish and he took the opposite position. He hasn't banged the table on gold, unlike some other posters, but I don't recall anything bearish. As for the US market, I recall him constantly warning the bears that no fall was imminent, and that even though the market was overvalued, it was ripe for another leg up. I seem to agree with George most of the time, and I have slowly moved all my long positions overseas, conspicuously avoiding Europe. On the other hand, I do believe that if the US market breaks, the foreign markets will, too. Trades that I have made that have been influenced by George's posts have uniformly turned out well, FWIW, which is why I took exception to to your comment that he has been consistantly wrong.

Carl

[CoalTrain]

I AM saying that SOME exposure on the long side of the US equity market will be prudent and profitable over the next 6-9 months. George is ignoring what the market is telling him and everyone else.


So you are keeping a long position in the U.S. market for the next 6 to 9 months?

Amazing how looking at the same posts people see wildly different things. As well as the good calls on Asia I seem to remember George making some good currency calls. His calls and comments on gold helped me quite a bit. I am sitting on the fattest medium term profit I have ever made in my gold stocks. I was flat during a really big pull back in the Jr. Miners and loaded up after wards. Many of calls on bonds have been good if I remember correctly.

Your going to have significant exposure to the long side for the next six months? OK.


CT