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IDS World Markets Fri 30th October 09


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Dang! up now after stopping me out on the contract plus one of the calls even though I guessed it was a stop run. Still the risks of holding are too great. But should get my money back on the call I still have if it pops here.

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Say you are a big fat hedgie - like Reverend paul Tudor Jones ( anyone see his flamingly bullish report recently?) - you are loaded to the gills on leverage with all the high beta crap you can lay your hands on. Your conviction is strong that there will be a huge rally at least through year end - and then of course you can sell at leisure.

What are you gonna do now? eh?

 

OK - maybe you are not a big fat hedgie - just a hyper intellectual , "value" investor - like Doctor Jeremy Grantham ( see his report lately? - mildly concerned but betting that emerging markets will go into bubble mode and wants to be part of it - though it pains him to the core of his elite, intellectual being). Whatchoo gonna do now? eh?

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