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


To: SouthFloridaGuy who wrote (75035)12/8/2006 12:12:17 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
As for your homebuilders trade, please provide me a time stamped link because I could have sworn I've seen you griping and bitching with all the other permabears during the recent rally.

Here's where I covered my shorts.

Message 22539366

I have been griping. I started reshorting homies in August and they ran against me. I shorted more in each rally. Fortunately, I also put back on a Patronesque-size LEND position, which helped take the sting out of the homies.



To: SouthFloridaGuy who wrote (75035)12/8/2006 1:00:06 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
Those will be the first stocks to crater when the bear market arrives

One other thing.

When the bear market returns (which is imminent given the way mortgage spreads are blowing out) gold stocks are going to do the same thing they did during the 2001-2003 bear market, go up.

stockcharts.com