Wednesday, December 10, 2008

Trade Mark over @ Fund My Fund just crushed my infra dreams...

Here I was thinking FWLT/JEC/SGR/FLR/CBI/ABB would all triple in market cap in 2009 under an Obama Administration (he appears to be a big proponent of Keynesian economics). However, Trader Mark rudely pointed out that infra's future isn't as bright as my "Amateur" mind would believe. Nevertheless, I'll settle for a return to the old highs; looking at all the infra company charts, that would still be a 2x in one year ;-) Besides where else am I gonna park my long-bias money? Banks? Homebuilders? Retailers?

Hey Mark! Why you gotta focus on facts all the time??? Just drink some kool aid and take a nap

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