Tuesday, March 03, 2009
Mr. Bo Jangles (dog up and died)
Okay, not super ambitious here, but I did flip out of almost all my short-line today and into a 3-1 (lightly invested) net-long position.
I may or may not get more aggressive on the long side, depending. Either way, I have a sense this is going to be brief.
My AAPL long is 2.5 x's the size of my SNDA long (which comprises the total long-exposure at this writing).
Kill Kill - check the Twittwat on right to keep up >>>
Total Position: currently 3-1 net-long (20% invested)
Currenty long (according to size): AAPL, SNDA
Currently Short (according to size): VNO, AEM (both reduced by 50% today)