Monday, November 24, 2008

I'd be nuts not to fade the impending Citi rally....

by letting go of some names (MOS, GFA, TNA etc.)

I will use the proceeds to hopefully pick up some TBT under 54. Maybe some DIG also on account of OPEC's meeting.

Will stay 50% long. 20% short and 30% cash.

Ah, the curse of living in interesting times.

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