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

To: andiron who wrote (79965)	3/13/2007 9:43:55 PM
From: orkrious	Respond to of 110194

any position on CFC?IBN?EEM?GS? Not me. I just have homies, rdn, and dsl

To: andiron who wrote (79965)	3/14/2007 1:14:11 AM
From: Perspective	Read Replies (1) \| Respond to of 110194

Here is my allocation (on the dark side of the ledger, of course) homebuilding 12.5% finance 12.4% real estate 2.9% construction supply 5.9% em 7.6% retail 15.0% semi 10.0% broker 3.5% semi capex 7.3% tech 5.4% airline 2.2% auto 5.5% steel 2.5% restaurant 2.2% I hope the timing is good for leaning against the emerging markets bubble. I can't think of a more ridiculously overvalued category at this point. BC