Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: nspolar who wrote (25169)	1/9/2003 4:54:28 PM
From: russwinter	Read Replies (4) of 36161

<JPM, C, CFC, FNC, FDC, LEN, BZH, CTX, GE, IBM, MMM and EBAY as shorts> This may be about it on the rally, big upticks in interest rates, I think we've entered a bond bear market and that will be brutal. Went straight short the following "dark side plays" (great term, mind if I borrow it?)today: CFC, GS, MER, RDN, DE, MBI. Easily recognizable theme wouldn't you say?

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