Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (25865)	3/17/2005 6:11:56 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

what do you know about that fund? Mish

To: Knighty Tin who wrote (25865)	3/17/2005 6:36:28 PM
From: yard_man	Read Replies (1) \| Respond to of 116555

from the top holdings it looks overweight chemicals and petroleum -- large cap, to boot. Maybe there is a good reason for the discount. I think where we are at with respect to crude is: We are going to get a blow off spike -- this would be temporarily good for oils, bad for chemical companies, but oils could trade down given what the spike will do near term -- feedback and sow the seeds of a correction. I think you'd be better off looking at what the fund contains than the discount -- jmo.