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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: orkrious who wrote (30829)4/17/2005 7:35:29 PM
From: Taikun  Read Replies (1) of 110194
 
Ork,

<I have had your paired trade on since January. >

Smart. Until now I only had puts on homies and sub-prime lenders, as I thought the market viewed GOOG, AAPL as invincible. Obviously that has changed.

On the financials, they are showing surprising resilience, here, evidence that this is not as nasty a selloff...I'd be more worried if the financials were really tanking into this.

<sticking out stink bids in selloffs >

Cash will be put to good use tomorrow. Of course, I like cash, but too much cash could be fatal in a hyperinflationary or deflationary market.

I am looking at adding some longs. Perhaps I'll add some miners with decent yield...looking at PCU, maybe some ERF and MSB, RIO, BHP if they fall anough.

D
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