Ben's last bubble.

Grantham is 100% on. Choosing between stocks and bonds is like choosing between two over-priced assets. He also correctly talks about how the lost income to retirees is more detrimental to the economy than the increases bonuses to investment bankers. Also nice to hear someone talk about risk adjusted returns.

Lastly he made a great point on why someone should hold cash. It brings optionality.

Thanks, great interview.

how many posts have you made against being in cash? 12.000?

Jeremy Grantham made a great counter-argument!!

i hate exclamation points.

how many posts against cash? without the exclamation point? how many?

and, btw, we can read. you don't need to post the pasty and then continue to cut and paste.

so, cc, buy real estate or keep funds in cash? which has more "optionality"?

sorry, here regurgitate, not cut and paste.

Any of you SE bears like Riversider interested in firsthand observation
of bubbles in the beer market? It would be nice to be able to hold an
extended discussion rather than communicating through snippets.

thx for the link. I agree very much with his view. I'm one of those that missed out on the absurdity of the US equity market reflation, but rather than emerging markets, I think commodities will be the thing to watch. I was thinking of getting into a position in rice and it is funny he mentioned it as well. Any commodities experts have recommendations?

Talking about cutting and pasting----

Two days ago--
streeteasy.com/nyc/talk/discussion/23625-is-this-what-we-complain-about
One day ago--
brickunderground.com/blog/2010/11/enough_with_the_complaining_already

October 16th
streeteasy.com/nyc/talk/discussion/23175-trader-joes-vs-fairway 11:00 a.m
October 18th
brickunderground.com/blog/2010/10/overheard_trader_joes_vs_fairway

Freewilly, It seems that we'll be seeing a long term trend of increased commodity prices with virtually all commodities going up, individual ones correcting but then continuing the upward trend. The demand for many commodities(especially from the far east and developing economies) has grown way beyond the development of new supplies. So we have increased demand, a supply that is not keeping up and a depreciating dollar. I see commodities as doing well for quite some time.

oh please, you tool. i have an rss feeder. wired is on it. i generally have you on ignore but i saw this on the home page and pulled it up. get over yourself.

but thanks again for the publicity. interesting that you continue to visit BU. we had a rather interesting visit from the troll the same day you decided to "review" my writing. coincidence?

Wishing you the best of success in your new venture.
Have a nice day.

aboutready comes on here and without any instigation whatsoever, is nasty and insulting to Riversider.
These discussions are so much better without that nonsense.

who? redbaiter??

http://www.youtube.com/watch?v=PTUY16CkS-k&feature=player_embedded