Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Maurice Winn who wrote (61121)	3/17/2005 8:41:46 PM
From: TobagoJack	Read Replies (1) of 74559

Hello Maurice, <<It does look as though there's a big bust coming ... It's weird when we agree. Something is amiss>> My nominal short position is 6.9% of equity holdings, or 4.6% of net asset; via put options, the position is actually a bet size of 16% of net asset, or 24% of equity allocation. before the battle is over, perhaps will touch 50% of equity allocation. Nothing is amiss; it is simply time. I guess. Else 'Fiat money inflation in France' will replay, and if so, then thus achamchen.com , and will be even more delicious. Chugs, Jay

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