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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: energyplay who wrote (58565)1/9/2005 5:16:29 PM
From: Taikun  Respond to of 74559
 
I am thinking of raising more cash. I think the corrections in commodities may have only just begun. As the carry trades really being to wind up (as hedgies figure out AG will continue raising) USD rises S-T.

I am thinking of adding more non-energy CRTs. I believe I'll need the yield for performance this year and am concerned that oil&NG will resume its downward slide shortly.