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To: Dale Baker who wrote (61806)	7/12/2008 11:32:41 AM
From: Keith Feral	Respond to of 118717

Exactly, which is why fund managers can't really be trusted. Believe me, I totally think a manager like yourself that is willing to stick with 50% cash in times of crisis is unbelievable. However, I have little patience for a fund advisor like Don Hayes who urged his clients to get fully invested. Apparently, he was not watching the meltdown in financials or the blood bath in the oil futures when he told everybody to put all their money back into the market. We have a financial system that is upside down in equity with respect to homeowners equity at the same time that commodity traders are squeezing the system for every last dime they can get for a barrel of oil. At the same time, the government is afraid to support their implicit support for the GSE's by giving them the cash necessary to absorb all of the mortgages they have been forced to repurchase the past 12 months. The only thing that matters now is preventing the companies from going bk on their debt. I'd much rather see the government spend the $300 billion for homeowner reform by providing interest only loans to the direct financial institutions that have been forced to repurchase all of the bad loans over the last year. Give the mortgage companies and banks 3 year loans that must be repaid before any excess cash flow can be used for options, stock repurchases or any other compensatory non sense. Also, the FED needs to come out with a new mission statement that the number one priority of their monetary policy should be stable housing prices. They should not be using FED funds to target commodity prices or anything else. A strong dollar is only relevant to our domestic debt situation. I truly believe that alt energy will have to take care of the bubble in oil and gas prices, which will only be solved by new technology - gasoline, hybrid, plug in, diesel, and all the other technologies that are rapidly coming out of the auto companies. This was a really interesting look at the future of new cars integrating multiple technologies. finance.yahoo.com Also, Audi plans on having diesel SUV's this fall that will be getting fuel efficiecy in the mid 30 mpg range. We could see our demand for foreign oil drop 50% with better fuel efficieny from 17 to 35 mpg. All the gas SUV's could get the same fuel standards with hybrid batteries.