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


To: mishedlo who wrote (49317)1/9/2006 11:08:58 PM
From: chainik  Respond to of 110194
 
He mentioned 30-40%

<even as much as a 30-40% unhedged stance if such an improvement was to be sustained in the face of a pullback to short-term oversold conditions>

I don't think there is any disagreement between us. Let's get back to inflation/deflation battle (g). Sorry to mention Hussman.