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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.93-1.8%Nov 14 4:00 PM EST
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To: TobagoJack who wrote (33271)4/19/2008 10:26:14 PM
From: energyplay  Read Replies (2) of 217815
 
General trends - or, who still has bear funds ?

One thing we are seeing with both energy and tech - more differences in individual stock performances.

Some stocks like GOOG SOARING, other tech stocks dropping.

I expect we will see this in finance also.

So this may not be a good time for Bear ETF that are short whole markets or sectors. Maybe puts on individual stocks, or for the brave, selling naked calls, or shorting.

Also, as soon as the Libor over Treasury premium comes down, we will see more take overs and merger activity.

I am not calling a bottom in the markets, I am just seeing the the bear side reward has become smaller (much of the bear reward already happened) and the risk has become higher, since there is still lots of cash around, and as liquidity issues are fixed, there will be more cash.

So I like the bets that all the newly printed money will help energy and metals prices, and I want to own companies that are finding and getting more energy and metals.

Excess money printing and inflation looks much more likely than liquidity problems continuing at the same level or becoming worse.

Who here still has bear funds ?
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