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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (22091)9/7/2007 11:35:22 AM
From: CapitalistHogg™  Read Replies (1) | Respond to of 217545
 
Believe it is unusual when gold is rising even as yen is rising

YES! i noticed the same thing, thought it was very very odd...i had every intention of buying gold on dips as the carry unwound...now i don't know what to do grrrrr



To: TobagoJack who wrote (22091)9/7/2007 12:10:35 PM
From: Slagle  Read Replies (3) | Respond to of 217545
 
TJ,
I followed you on GSS and AUY. Good moves I think, but it all rather depends on a rate cut. Strange behavior in AUY. MTO.CA down also.

Passive Agency mREITS NLY, CMO, MFA, ANH all up, NLY up 6%, and mortgage REITs down.

I added some NLY, but this one depends on a rate cut too, I think.

And I really screwed up. I had been short HOG but covered a few days ago. That one is really going down I think. There are enough of those overpriced and oversized beasts sitting around in garages and warehouses to last three lifetimes.
Slagle