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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Frank Pembleton who wrote (4989)	12/6/2001 2:18:27 PM
From: isopatch	Read Replies (1) \| Respond to of 36161

Frank. And right back at ya. "Great minds...." Just sold another "Iso-rocking chair" fixed income position.<G> Outta APJ for a nice little gain. So, asset allocation changes for this week read: 2 large fixed income positions sold. 1/2 the proceeds went to reload large gold position in fav GLG. Other 1/2 to CASH!!!! More GOLD....more CASH.... Thank God thet huge yield spread I played between Tsy and mid-grade corp fixed income has shielded my positions, from the buggering of top grade corporate paper as well anything beyond short duration treasuries!! But I've been around long enough to know even that won'd last forever. But most important of all, this mayhem in the bond markets tells me the US $ about to take a big time dump. "Oh, slings of outrageous fate...."<g> Isopatch