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

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To: Umunhum who wrote (11642)	4/10/2004 10:39:36 AM
From: re3	Read Replies (1) of 110194

<<<the market is in serious denial about oil peaking in the next few years. i agree with this comment, the issue though for me is the timing and allocations to this sector. any suggestions as to rock bottom % allocations to this sector ? what i've done recently is go long about 30-40 % to energy and hedge this with shorts/puts - homebuilders/retail/financial/tech/internet it does truly amaze me to hear how people can blather on about how "prices will come back down" for an ESSENTIAL commodity and yet these same people will rarely or never discuss how or why a NON-ESSENTIAL commodity like a share of whatever dot com might "come back down" at the very least shouldn't it dawn on people when they have to pony up big time to fill their SUV's that it might be prudent to do some personal hedging to protect their own pocketbook by buying some energy shares ??

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