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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (98784)	1/2/2008 4:59:52 PM
From: Perspective	Respond to of 306849

Thank you - you've been pretty good about sharing your specific ideas periodically. I remain concerned that an unwinding of the credit bubble will lead to pressure on oil and gold, and upward pressure on the dollar in a flight-to-quantity rally. I continue to think I'll have a better opportunity to buy oil and gold sometime over the next couple of years. When I buy 'em then, I'll lock 'em up and throw away the keys. Probably the last opportunity to get oil under $100/bbl until oil is eventually rendered irrelevant by technological shift. And congrats on your best day ever! Way to ring in the new year! `BC

To: patron_anejo_por_favor who wrote (98784)	1/2/2008 5:57:14 PM
From: Perspective	Read Replies (1) \| Respond to of 306849

Whaddaya think about adding to FNM shorts here? Technically, it has built a great looking corrective structure off the lows, which not coincidentally bumped its head up against the significant low of late 2005 at $40. I took on 1/3 of a position at $55, but they collapsed so quickly I never got beyond that with them. I'm thinking it may be time to consider adding to the position. `BC