No... I pretty much agree with you on the bond issue....
Truth is, I don't know what to think of it yet, but I'm certainly not too giddy about it either (for active investing purposes, which is what I am assuming we are talking about here).
What's happening in the bond world right now is... history in the making. But not in a good way, with insurers risk losing their AAA rating from all this toxicity that's floating out there.
I don't remember what your portfolio was... but if you don't like anything else out there, how about just rebalancing? Sell some SLV and buy more of another existing position? You'll still capture some of the gains and have it re-invested into something that you still like.
Last edited by Broken Arrow : 04-23-2008 at 05:43 PM.
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