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

To: orkrious who wrote (30829)	4/17/2005 7:35:29 PM
From: Taikun	Read Replies (1) \| Respond to of 110194

Ork, <I have had your paired trade on since January. > Smart. Until now I only had puts on homies and sub-prime lenders, as I thought the market viewed GOOG, AAPL as invincible. Obviously that has changed. On the financials, they are showing surprising resilience, here, evidence that this is not as nasty a selloff...I'd be more worried if the financials were really tanking into this. <sticking out stink bids in selloffs > Cash will be put to good use tomorrow. Of course, I like cash, but too much cash could be fatal in a hyperinflationary or deflationary market. I am looking at adding some longs. Perhaps I'll add some miners with decent yield...looking at PCU, maybe some ERF and MSB, RIO, BHP if they fall anough. D