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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: Knighty Tin who wrote (25865)3/17/2005 6:36:28 PM
From: yard_man  Read Replies (1) of 116555
 
from the top holdings it looks overweight chemicals and petroleum -- large cap, to boot. Maybe there is a good reason for the discount. I think where we are at with respect to crude is: We are going to get a blow off spike --

this would be temporarily good for oils, bad for chemical companies, but oils could trade down given what the spike will do near term -- feedback and sow the seeds of a correction.

I think you'd be better off looking at what the fund contains than the discount -- jmo.
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