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

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To: russwinter who wrote (878)9/19/2003 6:15:44 PM
From: yard_man   of 110194
 
frankly, I'd rather rely on someone else for the shorts -- I figure these guys are better at preserving capital than me. I got too bearish too soon -- lost some good $$s in puts this expiry and that's a fact, jack <g>

still in golds, but hedged -- I'm not sure they've topped. Heresy, amongst most, but that's where I am at. Also not ready to buy energy stocks as I think they could correct more than gold if we get a mild winter ... just call me a nut or a nit.

At any rate, this slump in oil back from the highs, is like another stimulus to go with the interest rates -- might give the appearance of some pickup if it persists.
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