Jay, I made my mind - I'm going anti-cyclical, so Zambian Cu has been called off;
I may even ride bicycle a little more to tilt the supply-demand curve for oil;\
Just dont go long on me, because, you know, I may change the direction quicker than you can say Q. And I would not like to see anybody here getting slaughtered because of my blitz-krieg strategy.
Here's a serious, direct question: the way I read it, you just hedge by ie keeping out of cross-hairs (Pt, Au, Aus$...). What about returning fire with some straight shorts or nice leap puts on GE, C, JPM, INTC, MSFT. oh well, make it SnP500 & NAZ?
dj |
