tag:blogger.com,1999:blog-2335748440449035592.post663598292363159740..comments2008-04-04T11:20:39.377-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-2335748440449035592.post-21639597378202912672008-04-04T11:20:00.000-04:002008-04-04T11:20:00.000-04:00If this environment really is like the post Aug market, then your fund will do great without having to do much. but if the market does in fact break down, I'd imagine that it would reflect that of the nov/dec market, where the momentum overstays there welcome in the commodities all over again, and we see the large divergence between early cycle stocks falling and making lower highs, while commodities hold their ground and is seen as a 'place to hide'. I think when you hear that on CNBC, last thing you want is weak hands fleeing into your sector. I believe that's the point where the overall market condition begins to trump all of the fundamentals, but it will probably be a fairly slow process. On the other hand, I'm going through the US mainstreet sensitive areas, to look for a little froth.Risk Manager Jeffhttp://www.blogger.com/profile/14994763012317049832noreply@blogger.com