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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: LLCF who wrote (51775)5/26/2006 3:44:51 PM
From: Earlie  Read Replies (4) of 116555
 
Dak:

Sold more puts this AM for decent profits. I am now fairly heavy in cash and puts are below half of portfolio.

I am slowly starting to buy back my favorite golds. No rush here as I think there may be a bit more "down" for gold, but with a nice $100 correction behind us, a "scaling back in" seems appropriate. (g)

Still in good shape with respect to retained puts except for Google, where I am underwater. Oh well, snorkelling works. (g)

Best, Earlie
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