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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: chainik who wrote (45607)	11/15/2005 10:39:20 PM
From: mishedlo	Read Replies (1) of 110194

HSGFX is down about 3% during the last few weeks; SOX is up about 10% from the bottom. His timing this year was bad. HSGFX is down because of a dividend distribution. His timing was bad but his reasons are valid and as I said he never professed to be a short term timer anyway. stockcharts.com[w,a]waclyyay[pc50!c200][vc60][iUd20!La12,26,9]&pref=G Seems to me his track record is pretty gamn good. Got a better one with less volatility managing as much money as he does? If so show it. That is a damn good chart and gains do not reflect dividends. PS I defned the guy because I like him and his analysis. I have no positions in either of his funds and we even disagree pretty strongly about treasuries. Mish

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