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.

For now

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)

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