Monday, November 12, 2007

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

1 Comments:

Blogger SR said...

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?

10:07 AM  

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