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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (111974)3/7/2008 7:50:48 PM
From: Kerry Phineas  Read Replies (1) | Respond to of 132070
 
Yeah, re DBA I see the hedge, but all the hedge funds have also. You gotta tell me this stuff 6 months ago. I see the hedge on real estate as a long term short, although inflation def kills stocks.

You know of any stocks/ETFs/etc that are going to go up over the next 6 mos as much as dba did over the last 6?



To: Knighty Tin who wrote (111974)3/7/2008 9:56:14 PM
From: Kerry Phineas  Read Replies (1) | Respond to of 132070
 
re dba, bought a position, although I really needed a hedge to my position as of that point in time (which I think I found to an extent, it moved a bit more in the opposite direction, although I ddn't play it perfect). Also hedged going into the next few weeks, which I don't have great visibility on.

For some reason, I think we get a bit of a bump and then start to head down again, after options expiration.