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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: LLCF who wrote (41058)11/13/2005 11:58:12 PM
From: TobagoJack  Read Replies (1) of 116555
 
<<all this "K-Winter" talk has me in pooot buying mood again going into X-mas>>

... I am as high cash as I can (within constraint of private equity exposure), split 50/50 USD/CAD more or less
... maintaining shorts on homies and subprimes
... maintaining 8% physical Au/Pt

Marc Faber and company is beginning to make me nervous with DOW 36,000 talk, given that, he figures, FED must print

but his DOW 36k talk is balanced off with Au at 3.6k whisper
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