Thursday, May 21, 2009


I just trimmed a little on the short side, but remain 2-to-1 net-short (including leverage), 68% invested; for now.

I'm not writing today, but am updating trades via Twitter. I'll try to get a post out by tonight (at the same time I am looking to watch round-2 of Kobe vs. we'll see). Tomorrow is seasonally a positive day for the market (pre-holiday session), but we're breaking down at the same time; so I'm not looking to shift long unless something wild occurs.

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