Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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From: KyrosL	1/5/2007 10:07:04 AM
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Some chinks in the bullish armor lately in addition to the housing problems: - Commodities breaking down hard - Retail sales weak - A lot of price competition eroding profits in tech Is recession right around the corner? I am 60% cash, 30% bonds, 8% equities, 2% NASDAQ short. Equities are VLO, CNQ (established today at 46 and change), a few remnants of oil trusts, TRP. Bonds are FAX, TIP, assorted muni closed end funds. Cash is T-bills and Euro short term CDs, plus the gold/palladium insurance (2% of portfolio). I also have a 2% portfolio disaster insurance in the form of QID, a double QQQ short. With Bush at the helm, you never know what disasters await us. Low but non-negligible probability that he may attack Iran, which will greatly compound the Iraq disaster.

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