Saturday, August 20, 2005

October Blues

Primer on my investment outlook

The stocks markets, for whatever reason tend to perform badly around the September/October timeframe. Its coming up soon.
Personally, I do think that next year will come with strong headwinds. The US housing market will cool, and with high (relative) interest rates, the US consumer may finally pullback spending.
As another warning on playing the short side, I do have net gains in my entire portfolio due to my energy/materials holdings. However, all my capital allocated to shorting the US markets have been wiped out..
When the markets do start going down, my predictions will turn out right, but due to my timing, I will not gain anything..


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4:38 AM  

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