Cashing out
Selling the following
DRYS 84.43
FWLT 140.8
NOV 65.76
Get out of almost everything.
Expect China to buy in soon, but not for a while
DRYS 84.43
FWLT 140.8
NOV 65.76
Get out of almost everything.
Expect China to buy in soon, but not for a while
1 Comments:
I think wrong timing on both entry and exit on DRYS. Its up 13% today :( Another heavy loss after TRID. Eager to hear your strategy going forward. Do you think SKF would be a good hedge against financials?
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