I will be remote this next week, updating trades and/or hedges via Twitter, but with no activity expected here. I won't comment on the market because that coffee has a way of chilling quickly once several trading sessions pile-up.
Total Position: Currently 100% net-long, 52% invested
Currently Long (according to size): CRM(7.5%); EWS-Singapore (7.4%); EWZ-Brazil (5.9%); CXO (5.3%); OVTI (5.1%); TJX (5%); CYT (4.7%); VMW (4.1%); ISLN (4%); IGTE (3.4%)
Currently Short: no current position
Futures: no current position
Follow Centrifugal to fade trades in real time.