I bought some more common in…

Gonna be another light day of posting as  I’m on the road heading back from NYC to DEN to ABQ to RUI.  There are forest fires ablaze all around our home and land.  Everybody’s safe, but man.

I bought some more Marvell common stock and that’s my only trade of the day.  Riverbed’s now up $7 from where we got aggressive in the calls a few days ago but I’ve not trimmed any of it just yet.  Probably will soon, as it is really getting to be an outsized postion as the calls are now well in-the-money.

Regarding the markets, they’re up huge and our portfolio’s up even hugerer, courtesy of the many calls we were buying in the past week or so on all that weakness.   The DJIA 12k level was indeed a “pivot point” as I’d called it, with the market now up 3-4% since criss-crossing that level.

I’ve got to hop on this last flight and then it’s a three hour drive from ABQ, so I’ll be back tomorrow.   With LOTS of posts!