Replies to post #185902 on Zeev's Turnips Patch-No Politics (ZEEV)

[MarketTurmoil]

BLTI very little action today.


MT

[rajaram46]

Zeev,

One more question. How do you suggest positioning one's portfolio in the second half 2004 for your nasty 2005 bear market? I am usually inclined be on the long side. Does it mean gold, bonds, reits, consumer staples, etc.

rkb