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To: Bid Buster who wrote (316008)12/30/2005 10:22:39 AM
From: marginmike  Respond to of 436258
 
I agree I am up like 60% and am very nervous about holding them. But they are a long term trade, and I am hedged with short us equities and gold. So I am neutral overall. If Japan does diverge with world and head up i am in good shape. I am really at a loss for a Macro strategy here as gold/japs worked so well this year I doubt they will next. I thinkl the only good strategy is to trade with a short inclination till oct.