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Replies to #3 on Gizmo's Grotto
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Gizmo

12/24/05 10:13 AM

#4 RE: Gizmo #3

$Rut short/long commodity hedged position for a move back down the falling channel. If I take the trade the purpose of the Rut short is to guard against a worldwide slowdown which IMO is about the only thing that would hurt commodity prices.

On the stock front I think the small caps are due to underperform the next year or two, thus the choice of the small cap hedge.