Here’s a list of my positions, in approximate order from largest to smallest, though the variations between relative sizes are decreasing as time wears on and I get these longer positions built up. We’ll have some shorter-term and newer name trades in coming weeks to complement these longer-term positions. Longs – GLW Nuance Riverbed [...]
After having flagged them as I was doing…
May 19, 2011 By
Here’s a list of my positions, in approx…
May 16, 2011 By
What a week it was. Lots of back and fo…
May 13, 2011 By
Let’s review what I’ve been doing to re-…
May 11, 2011 By
Let’s review what I’ve been doing to re-build my portfolio in broad terms. From a strategic standpoint, I’ve been buying the best companies I can find in the App Revolution and the Cloud Revolution which I think will explode into a new bubble in coming years and I’ve complimented those longs with long positions in [...]
The markets have fallen hard intraday, t…
May 11, 2011 By
The markets have fallen hard intraday, though it’s not a full 2% intraday swing and thus doesn’t meet the worrisome “dislocation” threshold. Regardless, the green on our sheets from this morning has mostly faded to red, though our SLV puts are now more profitable than ever after today’s 7% collapse in silver. Silver’s playing out [...]
Silver has dislocated itself to the down…
May 11, 2011 By
Silver has dislocated itself to the downside again today, losing almost 5% this morning and making our SLV puts pop. Gold down. It sure seems to me that silver and not gold is the driver of the direction of the precious metals everyday. Nice gains in the portfolio again this morning and I’ve not pulled [...]
I did not trade today, but we had a nic…
May 9, 2011 By
Here’s my positions, in general order fr…
May 9, 2011 By
Silver and gold are both up today, silve…
May 9, 2011 By
Connect with Cody: