tag:blogger.com,1999:blog-9846624.post1388497373797106249..comments2024-01-06T15:17:55.083+05:30Comments on Restaurant at the End of the Universe: Godfrey PhillipsGauravhttp://www.blogger.com/profile/08259512251834679825noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-9846624.post-9346176756009330602012-11-29T00:15:27.955+05:302012-11-29T00:15:27.955+05:30Godfrey Phillips sound like an old english name.Godfrey Phillips sound like an old english name.Penny Stock Infohttp://www.manta.com/c/mxcpkb3/the-manhattan-calumet-value-stock-hotlinenoreply@blogger.comtag:blogger.com,1999:blog-9846624.post-2218935561244091912009-08-04T14:36:00.527+05:302009-08-04T14:36:00.527+05:30Well I am massively long (though most of it is in ...Well I am massively long (though most of it is in defensives like telcos). What everybody - including me - is betting on is this 6 months window where we get growth (due to govt stimulus etc) and no inflation. <br /><br />Late Sep early Oct is when people get jitters on holiday spending. So maybe early Sep is the time to start taking some money off the table. But till 10year bond yields remain low and oil prices remain well behaved, it is very hard to make a 20% correction case.Gauravhttps://www.blogger.com/profile/08259512251834679825noreply@blogger.comtag:blogger.com,1999:blog-9846624.post-55074593513582698602009-07-31T18:55:42.394+05:302009-07-31T18:55:42.394+05:30Any views on the broad market from here?Any views on the broad market from here?Econlogichttps://www.blogger.com/profile/04798447625726133342noreply@blogger.com