Wednesday, July 9, 2008

MOS - 6 mo daily

A very nice recovery after cracking that trendline. Like AGU will be careful w this one and prob unload when it appears to consolidate, but I am weary of how it might react to another market downturn. Also the way it corrected so hard early in the cycle is something to keep an eye on.

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Aug 25 - Re-entered (again) GLD short, long LVS, AMZN, NFLX, SHAK

I have been stopped out twice in last few weeks trying to short GLD.  I have a pretty sizeable position of Nov/ Dec GLD/ GDX puts. Also ha...