S fund looking good

[eukrate]

imported post

Here's an interesting link to a respected small-cap manager
who thinks small caps should do well for another year. If you agree, the S fund is the place to be. Personally, I'm at 50% S for a while..
http://www.financial-planning.com/pubs/fp/20040401006.html

 

[tsptalk]

imported post

Thanks for the info. We touched on that the other day.
http://www.tsptalk.com/mb/view_topic.php?id=107&forum_id=21&highlight=1991

I don't recall how interest rates were raised back then (quickly, slowly) or how much they were raised. But since this guy makes hisliving managing a small cap fund, I'd have to say his opinion might be a little biased. Or is it a contrarian sell signal?

It's like the expert panelin Barrons each year. You can probablyretire early going against theirmarket picks. True.