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


To: Jim McMannis who wrote (21200)11/2/2004 11:36:05 AM
From: yard_man  Respond to of 110194
 
just have a small put position on TOT and shorted a couple of gassers ... I shorted EXPD and CHRW in case I am wrong about energy -- EXPD appears to have been the right thing to do today -- bought puts yesterday on that one <g>

Can I offer a bit of heresy on this thread?? I don't think short financials is a great idea (even though I am short KRB).