Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: zonder who wrote (3692)	4/6/2004 12:32:49 PM
From: mishedlo	Read Replies (2) of 116555

finance.yahoo.com Hussman mutual fund This is not a bad perfomnance for a mutual fund that primarily holds common stocks. His fund went up in some pretty bad times. He allocates a certain % to gold and treasuries and he will occasionally hedge his long value plays with index puts on the RUT or Spoos. no more than 1% ever in options. I would hate to have bought on Thursday as well, but no one is perfect. I held allmost all my eurodollars thru this drop and not exactly thrilled by it. Willing to ride it out. 3/4 point hike priced in for dec that I do not think is happening. I am not in treasuries here, but bears hopping in short here are gonna get cleaned once again IMO. M

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