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Re: punkle post# 214112

Friday, 03/05/2004 2:51:57 PM

Friday, March 05, 2004 2:51:57 PM

Post# of 704041
Actually, my cash is pretty close to 55% right now, including 4% golds, which short term is bearish, reflecting the fact that we are close to that 2063 and I expect within three weeks to be 100/150 naz points lower, Earlier in the day on the sharp swoon down I was close to only 25% cash because I expected a run back to just -3 (it was much stronger than that). In edit just jumped back in TASR here at $49.05 almost two bucks discount could not be "passed".


AZH

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