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Re: carl_p_r2 post# 125599

Tuesday, 07/01/2003 11:27:13 PM

Tuesday, July 01, 2003 11:27:13 PM

Post# of 704019
>>too many eggs in one basket

You are absolutely right Carl. I am short the market by being long QQQ and OEX puts. I have no other eggs because I don't see any other outstanding trading opportunities for the intermediate future (5-6 months out). Everything else (including gold and bonds)looks like a crap shoot to me. The only good trade is in the stock market that is on the short side.

I only diversify when things aren't very clear.
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