Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (47677)	3/23/2004 9:29:51 PM
From: TobagoJack	Read Replies (3) of 74559

Hi Pezz, my aggregate equity holdings is now offset with LEAP puts at notional value covering 50.7% of equity holdings, mostly on QQQ index but a bit on housing, housing financing, mortgage insurance, and such. Should volatility go down and markets head up again, I may focus attention on shorting individual companies ... because the water temperature seems fine ;0) I think, as R.Russell puts it, the "upward correction of the primary bear market is over" and now it's time for the grizzly to do its works again, slashing, shredding, crunching, and munching. There is so much work to be done given the amazingly high valuations and the utter lack of investment merit of just about everything out there. Chugs, Jay

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