Subject: Re: Mungo MI - is it working?
Just in time for the bear market?

Yes, that's the idea!

My 2 cents - The market hitting all time highs is NOT a time to bet on a bear market. With the European central banks cutting interest rates there is pressure on the fed to do the same, which is likely a positive omen for the market.

As for using an equal weight S&P index as your benchmark, that gives you an artificial advantage at present. The mega caps are significantly out running the equal weight index and have been doing so for some time, and it sounds like you're over weighted in the mega caps.

Elan