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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (10677)	3/22/2004 6:18:12 PM
From: austrieconomist	Read Replies (2) \| Respond to of 110194

Disagree a bit on Hussman. The exact position is: "The Market Climate for stocks remains characterized by unusually unfavorable valuations and tenuously favorable market action." I have him aligned on the "bull" side because of his on-balance decision that the market action is "favorable", however tenuous. Lowry's and Ned Davis are siding with the position that this is a "normal correction" and have them on the bull side. Stack and Dan Sullivan are on the bull side, but both have noted deterioration in their indicators; Sullivan, in particular, seems ready to shift with further deterioration. I have it 5-1 for the bulls with Russell the lone bear. I am 2% in "short funds", 14% international bond funds, 6% Asian funds, 7% gold funds, and 8% hedged US equity funds, balance in U.S. money market (treasury). I will progressively add to the short side as my "guru indicators" tell me, until I reach a maximum (for me) 30% short side position.