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

To: Oblomov who wrote (59979)	5/1/2006 6:57:45 AM
From: shades	Read Replies (1) \| Respond to of 110194

Oblomov - people here are telling me they are buying lotsa puts on XLF, shorting the banks and loading up thier gold hoarding - now if Bill Miller is right they won't do so well eh? Do you put all your eggs in one basket? Russ says US treasuries. I have some of those - but not all my eggs are there. Dwn4lovin on the MASERATI CNBC game put all his eggs in one basket and bought nutrisystem. finance.yahoo.com You wanna bet wether he is still number 1 at the end of the challenge? Maybe all eggs in one basket will make him the winner.

To: Oblomov who wrote (59979)	5/1/2006 11:06:35 AM
From: regli	Read Replies (3) \| Respond to of 110194

Bill Miller didn't mention the dollar at all in his analysis. How strange?

To: Oblomov who wrote (59979)	5/1/2006 11:58:55 AM
From: Chaka	Respond to of 110194

Bill Miller on commodities: Pretty sane reasoning overall. However, he seems to classify gold as a commodity, ignoring its monetary role - not sure about that. Finally, timing is everything - emerging markets and commodities may be overbought/overpriced but they were overbought/overpriced 50% ago as well...