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

To: ggamer who wrote (86098)	9/10/2007 12:04:14 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

If you've been reading my blog, you would know that I've been very concerned about a "general margin call" on any number of assets. Which ones get tossed the worst is difficult to say, especially since there still seems to be a fairly strong Flucht in die Sachwerte and crack up boom trade on. I don't think CBs are (or are going to be) as loose as most presume, and even if they were it would have negative effects. There's a free preview here where I discuss this more verbally. radiofreewallstreet.fm Right now I hold about 7% Swiss Franc, did have Yen but sold at this level. I have 3% in natural gas royalties namely HGT and PWE, and the rest is in T-bills (I was able to lock in quite a bit at 5% plus). Then I have an aggressive trading account of 5% trading options (bearish naturally), mostly high implied volatility naked call writing.