Classically Trained, for the Revolution

Wednesday, June 30, 2010

Updated Position (mkt-neutral, now smaller)

Culling back positions now, hedged with QID.

Total Position
: Currently 1-to-1 market-neutral; 51% invested

Currently Long (according to size): NFLX (10.1%); CRM (reduced today, 9.6%); EWS-Singapore (6.6%); SUN (5%)

Currently Short: QID-long (Nasdaq100 2x's-short, 19.6%)
Note: Inverse ETF currently weighted @1.6 x's

Futures: no current position

Follow Centrifugal to fade trades in real time.

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