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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (1819)	3/11/2004 6:55:08 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 116555

Is this Heniz Blasnik who used to post on SI?

To: mishedlo who wrote (1819)	3/11/2004 8:28:23 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 116555

I think Heinz is spot on. Lightened up a bit more on dirts into the close today. Physical will hold up a little better, and I'm prepared to hold that through any decline at this point (only a 7% overall allocation anyway). If liquidity evaporates, NO groups will be spared, and shorts/cash/bonds will be the only refuge for awhile.