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: yard_man who wrote (1096)	9/26/2003 6:34:55 PM
From: russwinter	Read Replies (1) of 110194

Well some tech held, but I have 23 short positions (mix of mostly financials and retail, but also tech), and only two of them were up versus twenty one down. Obviously Tice has a large gold exposure, I don't right now. As I've been saying, owning gold, that's not bearish. Gold is not the way to play a liquidity mop up driven market correction IMO. Looks like I'm right on this call and Mr. Tice has it wrong. So far not costly, but wrong and a disservice to bear minded investors/speculators counting on this type of exposure.

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