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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: John Vosilla who wrote (93411)4/10/2008 1:02:47 PM
From: TH  Read Replies (1) of 110194
 
John,

I honestly don't have a game plan yet. Of course homies are interesting here for a short, but I thought that last month too and fortunately ignored my impulse.

I believe we are now in a <bottom is in> fantasy. It is going to break, but the trick is when. The market, like today, tacks on a 100 with poor retail and the shrub basically stating that nothing is going to change his position on deployment, funding, and mission in that mess formerly known as Iraq.

I've been mostly cash or miners the past month, but even that play is not paying as the miners can't seem to pair two or three good days in a row. I've made more poor trades in the past quarter than I have in the past five years.

Sometimes nothing is my best plan.

I'll post to you if I gain enough conviction to make an actual play. Hopefully I can stick with it for more than three days.

GT
TH
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