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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (49104)	11/25/2001 10:58:25 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

shorting the Nasdaq and going long the NAREIT in 3/2000 was the greatest index pair trade of all time, because never in history had two indexes ever been so comparatively misvalued at the same time. I managed the double feat of selling a REIT pocket and investing the proceeds in G&Ks in 12/99. I have the minor excuse of having been overweighted in real estate, so getting out was indeed defensible, but on balance that might have been one of the more boneheaded moves on record... I distinctly remember crowing about the transactions two months later, moreover, when the respective performance of the two investments had "proved" my brilliance... tekboy/Ares@whatfoolsthesemortalsbe.doh