[e-mail]

Insana Capital Partners' 'Legends' Hedge Fund To Close

Christ, HF's get such a bad wrap. Listen, wise hedge fund allocations can and do pay off. You only hear about the bad ones and people lose site of the funds that have and are doing extremely well for investors. If one believes in active management, you go with the brightest...the brightest are running HF's. The one caveat is that you must make them define their risk management polices and hold them to it. Managed futures pride themselves on this and had a great 08...the good managers are great risk managers.

Every strategy and asset class is cyclical... and I would say most people would be happy with a -5% loss and would pay handsomely 2/20 / 3/30... to take back their 08 performance for such a loss.

The Manipulation of Gold Prices

yo, faith has meaning, give it a rest for christ sake!


On Dec 05 01:10 AM FaithHasMeaning wrote:

> which btw props to author cause that was a lot of work to write.

The Recession Is Already Priced Into Stocks

past p/e multiples do not apply. we are in the midst of a cyclical deleveraging not seen since the 30's, and on a global basis. you cannot expect future profits and p/e's to be valued the same moving forward.

periods of the 1990's/2000's where credit/financing was easier to obtain for corporations and the customers of their products. I cannot predict whether we are close to a bottom or not, what I will predict is that although we will have rallies, it will be many years before we begin a new, legitimate bull market. We must find who the new leaders will be in this new environment before this can happen.

Countdown of Manipulated Gold Price Running Out

obviously we are promoting our fund here....

the futures markets allow for delivery at the delivery price....based on the futures price. Many have taken delivery via the closing price of their COMEX futures contracts and now have gold bars in storage. Are you suggesting that this price is undervalued? Well why dont we all simply take delivery of gold futures contracts and sell them on the open market at their "true" value? Would seem like a pretty good arb op, no?

And pls by the way show me evidence that during bull markets, mining stocks, or any commodity stocks for that matter, outperform the price of the underlying commodity? What if an eventual find turns out to be much less than what was initially estimated? What would happen to the stock price even in the underlying metal price stayed constant?

thx

ryan