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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 366.51+1.2%Nov 5 4:00 PM EST

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To: TobagoJack who wrote (22091)9/7/2007 12:10:35 PM
From: Slagle  Read Replies (3) of 217547
 
TJ,
I followed you on GSS and AUY. Good moves I think, but it all rather depends on a rate cut. Strange behavior in AUY. MTO.CA down also.

Passive Agency mREITS NLY, CMO, MFA, ANH all up, NLY up 6%, and mortgage REITs down.

I added some NLY, but this one depends on a rate cut too, I think.

And I really screwed up. I had been short HOG but covered a few days ago. That one is really going down I think. There are enough of those overpriced and oversized beasts sitting around in garages and warehouses to last three lifetimes.
Slagle
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