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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (9888)	2/7/2000 1:48:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78469

Right now, what are you short?

To: James Clarke who wrote (9888)	2/7/2000 2:37:00 PM
From: Archie Meeties	Respond to of 78469

Gold rallying through a support level, the yield curve doing weird things, and extreme complacency in the most dangerous part of the stock market. I'm very cautious about miners as protection against a severe correction. If you must, bear in mind that fund families will cross fund boundaries if a market correction triggers a liquidity crisis. ie, Au miners with even moderate fund holding will get taken down right along with Mr .com in the event of a severe correction. Ag has a better chance of sustaining a rally than Au, IMO.