Specifically nothing...The post I responded to invoked a strong underlying belief of mine that we are far from the bottom.....that is all....
I just have a lot of trouble jumping on the GreenSpan RA-RA wagon when a Major cap weighted index is at 62:1 PE , Oil, Gold and Silver are in BULLISH moves, there isnt a snowballs chance in hell of a further rate cut, and the entire planet is over extended in terms of debt: Personal, Corporate and Government, Japan is ready to really tank this time, Israeli PLO conflicts are escalating....Iraq....ad nauseum.....blah blah blah.
I could go on forever...the crap (IMHO) hasnt even begun to hit the fan...Recovery Shumvry...Show me the money!
Long Oil, Long Rates, Long Gold, Long Silver..Shorte Equities..................