Thursday, May 17th, 2012
Portfolio & Position LIII 05.17.12
The portfolio is currently 60% long, 40% short, and 0% in cash. A lot of things to discuss in the vlog posted below the fold.
Thursday, May 17th, 2012
Portfolio & Position LII 05.17.12
The portfolio is currently 55% long, 45% short, and 0% in cash. A lot of things to discuss in the vlog posted below the fold.
Thursday, May 17th, 2012
Mid-day Update 05.17.12
The markets have once again rolled over and they are NASTY! Our portfolio is hanging in there as the short side of the book is working fairly well. This and more in the vlog posted below.
Thursday, May 17th, 2012
TDL 05.17.12
CHING! FX side of the book continues to kill it! Will save commentary for the vlog posted below.
Wednesday, May 16th, 2012
Portfolio & Position LIII 05.16.12
The portfolio is currently 60% long, 40% short, and 0% in cash. A lot of things to discuss in the vlog posted below the fold.
Wednesday, May 16th, 2012
Portfolio & Position LII 05.16.12
The portfolio is currently 55% long, 45% short, and 0% in cash. A lot of things to discuss in the vlog posted below the fold.
Wednesday, May 16th, 2012
Mid-day Update 05.16.12
The portfolio is hanging in there so far today, but who knows where the markets end up on the day. This and more in the vlog posted below.
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