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

To: Earlie who wrote (40447)	11/2/2005 9:04:29 AM
From: LLCF	Read Replies (1) \| Respond to of 116555

<Also had a decent ride on the homies and mortgage providers but cleared in anticipation of the normal pre-Christmas rally. This one is a difficult call as one has to balance a continuing stream of ugly news as the consumer buying implodes, against the market's expectation of a "normal" Christmas rally. > Indeed.... tough call, especially if one is playing 'puts'. It's been tough 'lightening' too much on the p-metals as well IMO, since they 'act' so well, yet common sense says lighten up. Oh, the markets the markets. Any other interesting plays you see out there??? DAK

To: Earlie who wrote (40447)	11/2/2005 9:38:06 AM
From: Pacing The Cage	Read Replies (1) \| Respond to of 116555

Hi Earlie, Good to hear from you again! Re:" (puts/shorts), but some are starting to pay off (Dell, INTC, TXN, etc)" Once the insurance checks are cashed and the more pressing needs of those impacted by this years hurricanes have been met, I suspect there will be an awful lot of computers being replaced. Business, government, and personal use computers were all destroyed in the flooding and will be replaced at some point. The extra demand could be huge.