SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Sea Otter who wrote (59659)10/1/2000 10:40:20 PM
From: David W. Taylor  Read Replies (1) | Respond to of 99985
 
My own strategy right now is ultra-bearish. I have a position in Rydex URSA, a fund that tries to mirror the RECIPROCAL of the S&P 500. In addition I have holdings in Rydex Precious Metals and a ton of Treasury Bills.

The Ultra bulls try to pillory me for this but I feel it is appropriate at the moment. I will turn bullish at some point, when the consensus is predominantly bearish, "it can only get worse, why bother?" That will be the moment to buy stocks hugely but it is probably two years or more away.

This is market timing in the worst way but for me the only appropriate slant.

I don't have any energy positions but do think that APCC could be a good bet.