No time at moment, but I am taking this serious so far. I was rather net-long coming into today, but I took a good hit on my ERY (oil/refinery) hedge. I was not in any financial or real estate shorts; thankful there.
Good looking charts out there. Growth should begin to act well now imo; unless this turns out to be a buy-climax. Currently 2.07-to-1 net long and 64% invested.
More later...
No comments:
Post a Comment