Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: RonMerks who wrote (78739)	5/6/2008 5:07:45 AM
From: mishedlo	Read Replies (1) of 116555

globaleconomicanalysis.blogspot.com sitkapacific.com Those charts were as of March 31. At the end of April both strategies were up over 10% on the year. We were out of gold at 980 on the way up and back in a couple days ago. Still long energy. Long treasuries. 1/3 cash 1/3 long 1/3 short in Hedged Growth with expectations of market declines here. In other words staying Flexible. Which is what I said 6 weeks ago in... globaleconomicanalysis.blogspot.com BTW in the above link I said energy was out but when crude pulled back to 100 and stocks did not follow we played for a bounce in energy instead. We are happy with these returns with low volatility. If the stock market changes its mind so will we. Mish

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