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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: Sexton O Blake who wrote (3420)	8/13/2003 9:33:12 AM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 4905

Sexton, If you download the last annual report for the Real Asset Fund you will see that they own contracts on commodity futures and short term liquid "cash" in bonds. If you are going to trade commodities you need liquid capital. The exchanges have requirements for minimum liquid capital that must cover commodities contracts. If you look at page 33 you can see their holdings of commodities. Heck, they had over 17 million contracts in crude oil and over 10 million contracts in wheat alone. It looks to me like these guys cover most all the commodities and buy and sell as they get cheap and expensive. Jimmy Rogers funds is an index fund that is run by a computer and sells the commodity contracts when they get expensive and buys them when they get cheap.