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

To: Sweet Ol who wrote (110990)	4/24/2010 9:22:49 PM
From: Proud Deplorable	3 Recommendations Respond to of 116555

"I just noticed that 8 of the last 40 posts are on my ignore list" Then I propose a contest for people to vote on whose ignore list is the best and the results be posted on SI's homepage.

To: Sweet Ol who wrote (110990)	4/25/2010 3:39:52 AM
From: mishedlo	2 Recommendations Respond to of 116555

Thanks John My only message for the past 6 months has been risk is high. That was not a call to short. For the record, Sitka went long in Nov 2008. Went neutral on Jan 6 2009 Went fully long March 6 2009 and unfortunately only caught the first 250 points of the S&P rally before we hedged I like gold and think it will hold up better in the next serious decline (assuming of course we get a serious decline). We are open to the possibility the market goes sideways for a long time instead of having a huge correction. I do not post Sitka's thoughts on my blog because I do not want to turn it into a marketing piece for Sitka. I address those issues on my blog I feel are important, and it is clear I side with Rosenberg and Hussman on risk. Clearly none of us know when this ends, yet some pretend they do while others pretend they know the bottom is in. Well maybe the bottom is in and maybe it isn't. At least I do not pretend to know. I will say from a valuation standpoint that bottom should at least be retested at some point. I sure wish I could tell you when. Mish