Monday, January 04, 2010

Flame Throwing Shovel Worship (early 2010 positioning)


Don't do what I do, but I've outlined my early-year logic - on Evil Speculator HERE.

Total Position: 100% net-long, 30% invested
Currently Long (according to size): UWM (R2k Dbl-long, 10%); HMIN (5.5%); CML (5.3%); CISG (4.1%), HRBN (3.1%), ULTA (2.3%)
Currently Short: no current position
Futures Accounts: No current position (see the Twittspitt for details)

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