The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: yard_man who wrote (2660)	11/29/2003 10:40:08 AM
From: russwinter	Read Replies (2) of 110194

David Tice's commentary in the new annual report is definitely worth a read. In terms of strategy he spends a lot of ammo buying puts. I don't like that, think it's expensive. I've come out better during this "tough period" of being short by writing naked calls, and just shorting outright. Not that many tulip bulbs have run away enough for it to have hurt severely, and a few here and there have broken down (KSS,GTRC). I think the short squeeze phase of the rally is largely over, at least I hope. Tice has clearly benefited from the gold holdings though. The Prudent Bear fund is up 8% from the Sept. purchases I put through for some of my clients. I had lightened up considerably on PMs by the end of Sept, but would say the overweighting in black gold has made up for it, especially lately. Timing isn't easy. prudentbear.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next