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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: bredren155 who wrote (66536)7/23/2005 8:32:15 PM
From: TobagoJack  Read Replies (1) of 74559
 
bredren155, Shorts, I am down net net 18 odd percent on that trade allocation (at 2.39% of net asset value allocation for all short positions), a nuisance certainly, not fun absolutely, costly to the extent that the moolah could have been lost somewhere else in some other way.

I am still enthusiastic against the homies, along with GOOG, cautiously so, in measured quant, however, yes, the MARKET is so far correct about borrowing and buying.

On HOV and RMB, 'fun' and such, perhaps this worldmarket.blogspot.com (74675) helps.

Best, J
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