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Strategies & Market Trends : Dave Gore's Trades That Make Sense
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To: Dave Gore who wrote (12649)9/26/2002 11:38:23 AM
From: SouthFloridaGuy  Read Replies (2) of 16631
 
Ridiculous letter. Maybe you just can't read footnotes.

Subprime is always the first to go. I was short ACF in the 40's and Fannie in the 80's. I remain short on ACF until it goes to 0, no executive needs to tell me that. I remain short MTG. Write this down and save it and call me in 6 weeks and watch my portfolio double.

Don't blame hedge fund managers just because they do their homework. Call the suppliers, channel checks, and analysis of the FUTURE instead of backward looking financial statements which mean didly squat in a deteriorating macro environment.
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