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Pastimes : Prudent Bear Fund (BEARX): contrarian investing -- Ignore unavailable to you. Want to Upgrade?

To: Don Westermeyer who wrote (692)	3/19/2001 5:54:14 PM
From: Hawkmoon	Read Replies (1) \| Respond to of 793

Well I don't know how Tice would be hedging against the dollar except by buying inflation indexed bonds or gold. Personally, I'm not very confident in his ability to determine market directions, or maximize his opportunities. He should have been buying serious in the money LEAP PUTs on the QQQ or other internet stocks last spring. Anyone with half a brain could, and did, call that top, especially since he's always discussing supercycles and manias. He should have simply been able to make a killing over how far down the Nasdaq has gone. But his perfomance has remained sub-par, imo. Although I think the strengthening of the dollar will continue until we see some economic activity in Japan or Europe, I would rather see the dollar level out and form a stable trading range, rather than testing a new high. There simply has to be a place for outflows from the dollar to go. And people won't really see the need for going to gold unless they see a potential breakdown in the financial system. Regards, Ron