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

To: UncleBigs who wrote (44902)	11/6/2005 9:25:45 PM
From: russwinter	Respond to of 110194

This is a real tough period, because everybody has to be long something. We've all played something (in my case energy, PMs) on the long side, so that's the mind set. For my money, capital preservation is now is paramount though, because we may get a period where all longs go down. I've lightened up on gold, but if the specs get flushed out some more, I'd reenter that trade. I'd look to get some foreign currency exposure, SF and JY. In a deeper correction (200 ma) I'd use energy stocks again. Think energy the commodity is getting set up for a rally. Speculatively, I have some puts (which are generally cheap premiums) in the hopper to a fair degree.