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By: Yossel in RELIGION | Recommend this post (0)
Sat, 28 Dec 13 6:55 AM | 1268 view(s)
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Msg. 02711 of 02716
Jump:

Same guy as last time, letter dated Jan, 2014:

I. "...consider the possibility of another outstanding year."

II. "...forecast of between 1820 between January and March of 2014....it would be 2300 on December 31, 2014. We are not however going to buy the December 20, 2014 SPY 230 calls at 18 cents in anticipation."

III. He offers the following caveat: "...even after rates go higher, it is some time before stocks go lower."

IV. "...we continue positive and are increasingly comfortable...because...even positive outlooks are muted and guarded."

Hoping that it plays out the same as before.

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