RE: RE: RE: RE: RE: Beginning to take profits on t I asked you to point me to the peer reviewed literature, how about a look at the past 100 years, not your short-sighted opinions of what you think was the cause behind the most recent correlations.
You don't know where we go from here. You think the entire fundamentals of investing are changing, but the principles that were put forth in the 1930's are still going to apply. When everyone is theoretically using the same information to make investment decisions, the probability of a stock increasing or decreasing in the short term is roughly 50%.
I am still wanting you to to actually lay out a highly specific strategy that involves $10,000 over the course of one calendar year against picking COS for one calendar year. Lay it out for me so that we can actually compare, I don't want to see anything like "well I'm going to start shorting the S&P roughly midyear, then re-invest late October". I will allow you to make multiple transactions as long as you give me the exact dates and times that you make the trade (not three months later in hindsight).
Deal? COS vs whatever it is you want to do for one entire calendar year starting today...deal? Just be specific.