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

To: Mike Johnston who wrote (76737)12/27/2006 1:16:22 PM
From: westpacific  Respond to of 110194
 
Like you, I am hedged, long (overseas and China, dividend paying energy with 8 to 10% yields), currencies, shorts (real estate funds, small cap funds), gold, cash - some bonds (munis) w/tax yield near 8%. Trading around the core.

West



To: Mike Johnston who wrote (76737)12/27/2006 1:34:18 PM
From: andiron  Respond to of 110194
 
some long and some short : net yield ~5% or less(hussman conundrum)..
why work hard, just use MM funds/Treasuries.


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