The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: Jim Willie CB who wrote (656)	9/10/2003 8:09:11 AM
From: russwinter	Read Replies (2) of 110194

Terrific presentation of the big picture. I agree with about 95% of it. But, I'm departing some from that script in the intermediate term, as I think the precious metal, commodity sector might be subjected to a pretty nasty speculator liquidation (bull market correction). And if I'm wrong? Oh well, I've been in the gold/commodity plays for all the 500% run over the last three years, and maybe it's someone else's turn? My current posture is to stay long energy, and I'm now heavily short bubble stocks (financials, retail, and tech, including internet via HHH). I have half of a great corn futures trade intact pending the USDA report on Thursday. If the commodity bull market keeps running, then by my logic the next parabolic move will be in energy (now in a nice steady basing uptrend) not gold stocks (parabolic). Through yesterday I've distributed into trhe parabolia about 85-90% of my oversized PM bet from March. If you haven't read my rationale, I've posted them at the PM page starting here. Also read 19391, 19473, and 19474: Message 19259450

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