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

To: TobagoJack who wrote (61678)	4/8/2005 3:12:25 AM
From: energyplay	Read Replies (2) \| Respond to of 74559

Friday has funeral of JP2, partial solar eclispe, and some very weak markets. I bought more longer term AIG and KMX puts. Closed some MSFT puts, as MSFT LOOKS strong. Closed my Apple puts, might go long if we get and overall drop. The whole iPod/iTunes thing is increasing economies of scale, with revenues growing 2x as fast as expenses. This is not yet showing up in overall numbers yet...

To: TobagoJack who wrote (61678)	4/9/2005 4:49:14 AM
From: Taikun	Read Replies (1) \| Respond to of 74559

Hi Jay, Jimmy Rogers commodity index fund has now been approved for WA state. I was previously only able to invest in the offshore Caribbean version through an offshore company but the minimums were more than I wanted to allocate. The US fund has lower minimums. His index (RICI) seems to approximated the CRB, so I plan on watching for an entry point here. One reason I am not interested in backing up the boat is that his fund had a minus year in 2001. I wonder what a global slowdown does to commodity indexes? (Don't tell me, I looked at the historical on the CRB)Since the RICI doesn't pay divvies it is hard to hold a candle to the trusts. rogersrawmaterials.com rogersrawmaterials.com Although thestandard deviation of the Rogers RMI was higher than the DJ-AIG and CRB indices, the index's nominal performance more than offset the difference. The Rogers RMI better performance characteristics areevident in its higher information and Sharpe ratios. Its correlations to the stock and bond markets were both very low. rogersrawmaterials.com What do you think, Jay?