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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (39957)	3/9/2005 11:42:52 AM
From: SliderOnTheBlack	Respond to of 206200

kodiak....re: Homeboy's & Speculative Commodity runs.... I hear what you're saying... I'm still 75% Cash. Short FNM has been my largest single position for some time...and I have a basket of SubPrime Shorts. Goldman just put out a Short Fannie/Long Freddie call...I'll stick with just being Short FNM. Re: the Homebuilders; obviously, you want to be right on both the "what" and the "when". But, if you have enough patience AND staying power, don't get greedy; manage stops & limits well and are right on the "what"... sooner, or later...you'll cash in on the "when". With the Homebuilders, I think we've got the "what" 110%correct...and the "when" is begining to look closer & closer. The higher the Homeboy's move... the better the Risk:Reward ratio gets imho and the more weighted a position I will deploy. I'm only leaning on the tape here...anticipating....but, no portfolio weighted leaps yet; but I think one is building here. If the move accelerates up, or down from here - I'll overweight heavilly into in short. re: Oil & Commodity's: Nothing like the smell of Napalm, or Speculation in the morning... Of late seeing Maria Bartiromo breathlessly pimping Oil Traders on the Floor and having them gush about it snowing in early March and that being quote/unquote: a New England Blizzard driving the Oil market (the day after it was 62 degree's), or some Fidelista Venezeulean Minister Sabre Rattling the Yankee Imperialists ...seems very reminiscent of the Tech Bubble days... fwiw... a good read: quamnet.com - scroll down to the homebuilder/naz comparison PS: Crude Inventories rise 3.2 Million Barrels - both a man & a market...need to know their limitations ~