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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SouthFloridaGuy who wrote (84920)9/10/2008 10:27:26 PM
From: mishedlo  Respond to of 116555
 
an extremely good reply
thanks
Mish



To: SouthFloridaGuy who wrote (84920)9/10/2008 10:28:32 PM
From: mishedlo  Respond to of 116555
 
There has also never been this much hot money in the sector as well. If you look at the top holdings of the top hedge funds, they are all commodities and even the most respected money managers like Ken Heebner bought in right at the top. Goldman Sachs has been putting out an index called the "VIP" index, which tracks the 50 or so biggest holdings of hedge funds. They were all commodity related names. This was bound to happen.

Link to that list?

Thanks
Mish


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