Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Earlie who wrote (40447)	11/2/2005 9:04:29 AM
From: LLCF	Read Replies (1) of 116555

<Also had a decent ride on the homies and mortgage providers but cleared in anticipation of the normal pre-Christmas rally. This one is a difficult call as one has to balance a continuing stream of ugly news as the consumer buying implodes, against the market's expectation of a "normal" Christmas rally. > Indeed.... tough call, especially if one is playing 'puts'. It's been tough 'lightening' too much on the p-metals as well IMO, since they 'act' so well, yet common sense says lighten up. Oh, the markets the markets. Any other interesting plays you see out there??? DAK

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