tag:blogger.com,1999:blog-816559531110064247.post3045813802846682182..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: The Crash of 2008 - Not!Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-816559531110064247.post-10403206470509269442008-06-24T05:38:00.000-07:002008-06-24T05:38:00.000-07:00In the past 10 recession of America, average perio...In the past 10 recession of America, average period is 10 months. The longest recession is 16 month. So we are likely to see a dip in stock market, not a crash.Financial Journalisthttps://www.blogger.com/profile/06490416137194206916noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-69384314045844190662008-06-21T14:35:00.000-07:002008-06-21T14:35:00.000-07:00I don't follow Hulbert but I share your view of wa...I don't follow Hulbert but I share your view of waiting for a panic event/climactic sell off to mark a bottom. I also don't think it will be a crash event. I think that many value managers in the fund space have fallen for value traps in the financials and we should see some shake outs there that should be bought. The gloom and Doom speak is increasing which is good for contrarian plays. I'm starting to watch the finacials for some long plays now which is a shift for me.<BR/>Just started to read your blog, very nice and thanks for sharingYoungChuckhttps://www.blogger.com/profile/10961211277587896346noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-3954413491593467522008-06-20T08:15:00.000-07:002008-06-20T08:15:00.000-07:00Dude, when these banks really disclose the true ex...Dude, when these banks really disclose the true extent of their write downs, you will see real panic. Investors won't be able to jump over that cliff fast enough. Within the next couple of months these banks losses will be exposed. It will be in the tens of billions. The market can't handle that kind of stress. It has been years in the making but this ship is sinking.WonderMikehttps://www.blogger.com/profile/04399425868558630346noreply@blogger.com