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Strategies & Market Trends : CFZ E-Wiggle Workspace -- Ignore unavailable to you. Want to Upgrade?


To: Galirayo who wrote (6392)4/28/2008 8:58:09 PM
From: Moominoid  Read Replies (1) | Respond to of 41612
 
Steepening of the yield curve.... in other words, the crisis is weakening. I got rid of most of my bonds in March. Down to a 10% allocation. Increased my equity beta from 0.5 ish to 1.1-1.2 ish. Now I'm just doing small countertrend trades when the model says there is an opportunity.