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

To: bond_bubble who wrote (59143)4/22/2006 3:40:39 PM
From: UncleBigs  Read Replies (1) | Respond to of 110194
 
that's what I'm doing too. Mostly T-bills, physical gold and silver, Rydex weakening dollar, Hussman, and a speculative short position on U.S. stocks.

I'm focused on financials, retailers and consumer dicretionary. Some outright shorts and others with puts. I'm not concerned about counter-party risk on the puts. While it exists, I think it's quite low. There are multiple layers of protection.


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