SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Millennium Crash -- Ignore unavailable to you. Want to Upgrade?


To: Alan Whirlwind who wrote (1626)11/17/1997 12:39:00 PM
From: John Dally  Read Replies (1) | Respond to of 5676
 
Hi Alan,

If memory serves me, GZ has an excellent trading record:

1. He closed out his long-term equity positions just before the "irrational exuberance" really got going this summer.
2. After equities peaked, he shorted bonds and they fell.
3. He closed out his short bond position near the low and went long.
4. He went long equities on the morning low the day after the mini-crash.

He clearly posts his trades and has, so far, been correct in his timing for both stock and bond markets.

John.