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


To: shades who wrote (58838)4/20/2006 11:02:09 AM
From: John Vosilla  Respond to of 110194
 
At this point i'm short builders and subprime lenders. Have nice positions on the long side in an industrial services co and healthcare staffing co that are dirt cheap, can go LBO at anytime and don't go up and down with the market. Time to really be playing defense.. Buy gold, buy Intel, or your favorite fiber optic co in Oct..Only energy I'm not too sure of here<g>